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Ubiquiti shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $356k 3.1k 115.85

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Top funds holding Ubiquiti

BlackRock
SW Investment Management
Bank of New York Mellon
Morgan Stanley
Vanguard Group
Voloridge Investment Management
First Trust Advisors
Squarepoint Ops
Geode Capital Management
Citadel Advisors
Barclays
Charles Schwab Investment Management
Logan Capital Management
Bank of America Corporation
CLARET ASSET MANAGEMENT Corp

View all funds holding Ubiquiti