Fi Enhanced Lrg Cap Growth Ubs shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Fi Enhanced Lrg Cap Growth Ubs
Tip: Access up to 7 years of quarterly data
All positions including Fi Enhanced Lrg Cap Growth Ubs held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fi Enhanced Lrg Cap Growth Ubs by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $716k | 1.0k | 694.98 |
| 2023-09-30 | $566k | 1.0k | 549.21 |
| 2023-06-30 | $505k | 845 | 597.84 |
| 2023-03-31 | $407k | 845 | 481.38 |
| 2022-12-31 | $320k | 845 | 378.24 |
| 2022-09-30 | $311k | 845 | 368.05 |
| 2022-06-30 | $336k | 845 | 397.63 |
| 2022-03-31 | $602k | 845 | 712.43 |
| 2021-12-31 | $733k | 845 | 867.46 |
| 2021-09-30 | $597k | 845 | 706.51 |
| 2021-06-30 | $585k | 845 | 692.31 |
| 2021-03-31 | $475k | 845 | 562.13 |
| 2020-12-31 | $467k | 845 | 552.66 |
| 2020-09-30 | $383k | 845 | 453.25 |
| 2020-06-30 | $303k | 845 | 358.58 |
| 2019-12-31 | $282k | 845 | 333.73 |
| 2019-09-30 | $295k | 1.1k | 277.00 |
| 2019-06-30 | $289k | 1.1k | 271.36 |
| 2019-03-31 | $267k | 1.1k | 250.70 |
| 2018-12-31 | $202k | 1.1k | 189.67 |
| 2018-09-30 | $318k | 1.1k | 298.59 |
| 2018-06-30 | $217k | 845 | 256.80 |
Top funds holding Fi Enhanced Lrg Cap Growth Ubs
View all funds holding Fi Enhanced Lrg Cap Growth Ubs