A detailed history of Bell Investment Advisors, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 187 shares of UBS stock, worth $5,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 187 -0.0%
Holding current value
$5,946
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$27.05 - $31.93 $27 - $31
-1 Reduced 0.53%
187 $5,000
Q4 2023

Feb 14, 2024

SELL
$23.36 - $31.19 $584 - $779
-25 Reduced 11.74%
188 $5,000
Q3 2023

Nov 08, 2023

BUY
$19.39 - $26.71 $1,376 - $1,896
71 Added 50.0%
213 $5,000
Q2 2023

Aug 09, 2023

SELL
$18.91 - $21.91 $1,834 - $2,125
-97 Reduced 40.59%
142 $2,000
Q1 2023

May 10, 2023

SELL
$18.2 - $22.16 $2,802 - $3,412
-154 Reduced 39.19%
239 $5,000
Q4 2022

Feb 08, 2023

SELL
$13.98 - $18.8 $167 - $225
-12 Reduced 2.96%
393 $7,000
Q3 2022

Nov 09, 2022

BUY
$14.51 - $17.21 $217 - $258
15 Added 3.85%
405 $6,000
Q2 2022

Aug 12, 2022

BUY
$15.58 - $19.96 $3,785 - $4,850
243 Added 165.31%
390 $6,000
Q4 2021

Feb 14, 2022

BUY
$15.93 - $18.59 $461 - $539
29 Added 24.58%
147 $3,000
Q3 2021

Nov 12, 2021

BUY
$14.54 - $17.12 $1,715 - $2,020
118 New
118 $2,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $101B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
Track This Portfolio

Track Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.