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Ubiquiti shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 105 115.43
2023-12-31 $15k 104 139.71
2023-09-30 $15k 104 144.71
2023-06-30 $18k 103 176.12
2023-03-31 $28k 103 271.32
2022-12-31 $30k 103 287.27

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Ubiquiti

SW Investment Management
Bank of New York Mellon
Squarepoint Ops
Voloridge Investment Management
Vanguard Group
Norges Bank Investment Management
Penserra Capital Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
CLARET ASSET MANAGEMENT Corp
Hussman Econometrics Advisors
Goldman Sachs Group
Citadel Advisors
Lagoda Investment Management
Salem Investment Counselors

View all funds holding Ubiquiti