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FBGXFBGX
23 quarters

Position history for Creative PlanningCreative Planning's holdings in UBS AG LONDON BRANCH

No. Creative Planning exited its FBGX (Ubs Ag London Branch) position in Q2 2024. Its Q1 2024 13F listed 1,339 shares worth $1.1M. Creative Planning already held FBGX in its Q4 2018 13F, the earliest on record, and held it in 22 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$299,000

Total Shares Change

-1,580

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q2
Latest
Exited
0
-100.0%
$00.0%$943.29
0
2024-Q1
Unchanged
1,339
0.0%
$1.1M0.0%$843.45
0
2023-Q4
Increased
1,339
+12.3%
$930,5780.0%$694.98
28
2023-Q3
Unchanged
1,192
0.0%
$654,6540.0%$549.21
0
2023-Q2
Unchanged
1,192
0.0%
$712,6200.0%$580.77
0
2023-Q1
Unchanged
1,192
0.0%
$573,8100.0%$467.04
0
2022-Q4
Decreased
1,192
-9.3%
$450,8570.0%$378.24
0
2022-Q3
Unchanged
1,315
0.0%
$484,0000.0%$380.48
0
2022-Q2
Decreased
1,315
-17.3%
$523,0000.0%$409.16
0
2022-Q1
Increased
1,590
+20.9%
$1.1M0.0%$729.91
30
2021-Q4
Decreased
1,315
-17.0%
$1.1M0.0%$875.34
0
2021-Q3
Decreased
1,584
-15.8%
$1.1M0.0%$714.58
0
2021-Q2
Increased
1,881
+18.8%
$1.3M0.0%$694.88
30
2021-Q1
Decreased
1,584
-2.8%
$890,0000.0%$540.02
0
2020-Q4
Unchanged
1,629
0.0%
$900,0000.0%$550.59
0
2020-Q3
Unchanged
1,629
0.0%
$739,0000.0%$444.63
0
2020-Q2
Decreased
1,629
-13.3%
$585,0000.0%$345.63
0
2020-Q1
Decreased
1,879
-32.7%
$435,0000.0%$237.09
0
2019-Q4
Increased
2,793
+48.6%
$931,0000.0%$331.87
34
2019-Q3
Unchanged
1,879
0.0%
$521,0000.0%$272.65
0
2019-Q2
Unchanged
1,879
0.0%
$510,0000.0%$271.43
0
2019-Q1
Increased
1,879
+18.9%
$471,0000.0%$250.74
28
2018-Q4
First report
1,580
-
$299,0000.0%$186.98
0

Other major holders of FBGX: Fisher Asset Management, LLC

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