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Wingate Wealth Advisors’s Uber UBER Stock Holding History

Wingate Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$9.05K – 416
2024
Q4 		$9.05K Buy
+150
New +$10.7K 0.01% 348

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wingate Wealth Advisors's UBER Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Uber (UBER) in Q1 2025, closing a stake of 150 shares — an estimated $9.05K sold.

Wingate Wealth Advisors first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $9.05K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 150 Uber shares in Q1 2025, an estimated $9.05K.
  • Wingate Wealth Advisors first reported a position in Uber in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Uber position peaked at $9.05K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.