WWP
UBER icon

WR Wealth Planners’s Uber UBER Stock Holding History

WR Wealth Planners’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
2024
Q4 		$10.1K Sell
167
-353
-68% -$25.2K ﹤0.01% 592
2024
Q3 		$39.1K Buy
520
+115
+28% +$8.1K 0.01% 373
2024
Q2 		$29.4K Buy
405
+344
+564% +$23.9K 0.01% 395
2024
Q1 		$4.7K Buy
+61
New +$4.38K ﹤0.01% 731
2023
Q2 		– Sell
-7
Closed -$222 – 981
2023
Q1 		$222 Hold
7
– – ﹤0.01% 895
2022
Q4 		$173 Hold
7
– – ﹤0.01% 480
2022
Q3 		$186 Buy
+7
New +$193 ﹤0.01% 490

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's UBER Position: Q4 2024 in Review

WR Wealth Planners reduced its Uber (UBER) stake by 68% in Q4 2024, selling an estimated $25.2K and leaving 167 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

WR Wealth Planners first reported a position in UBER in Q3 2022 and has held it in 7 quarters since. The position peaked at $39.1K in Q3 2024. 1,960 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • WR Wealth Planners held 167 shares of Uber worth $10.1K as of Q4 2024.
  • WR Wealth Planners sold 353 Uber shares in Q4 2024, an estimated $25.2K.
  • Uber made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #592 holding.
  • WR Wealth Planners first reported a position in Uber in Q3 2022 and has held it in 7 quarters since.
  • WR Wealth Planners's Uber position peaked at $39.1K in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.