Catalytic Wealth RIA »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ubiquiti by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $443k 2.0k 221.72
2024-06-30 $433k 3.0k 145.66
2024-03-31 $356k 3.1k 115.85

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Compounders Etf (GRW)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Public Storage (PSA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding Ubiquiti

SW Investment Management
BlackRock
BlackRock
Renaissance Technologies
Bank of New York Mellon
Morgan Stanley
Vanguard Group
State Street Corporation
Geode Capital Management
First Trust Advisors
Squarepoint Ops
AQR Capital Management
Zacks Investment Management
Goldman Sachs Group
Logan Capital Management

View all funds holding Ubiquiti