4WM
UNTY icon

4J Wealth Management’s Unity Bancorp UNTY Stock Holding History

4J Wealth Management’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,063
Closed -$384K – 82
2022
Q4 		$384K Sell
14,063
-3,710
-21% -$102K 0.45% 52
2022
Q3 		$446K Buy
+17,773
New +$488K 0.57% 39

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

4J Wealth Management's UNTY Position: Q1 2023 in Review

4J Wealth Management sold out of Unity Bancorp (UNTY) in Q1 2023, closing a stake of 14,063 shares — an estimated $384K sold.

4J Wealth Management first reported a position in UNTY in Q3 2022 and held it in 2 quarters. The position peaked at $446K in Q3 2022. 63 funds tracked by Wall St. Rank hold UNTY as of Q1 2023.

  • 4J Wealth Management reported no remaining Unity Bancorp position as of Q1 2023 after selling out during the quarter.
  • 4J Wealth Management sold 14,063 Unity Bancorp shares in Q1 2023, an estimated $384K.
  • 4J Wealth Management first reported a position in Unity Bancorp in Q3 2022 and held it in 2 quarters.
  • 4J Wealth Management's Unity Bancorp position peaked at $446K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2023.

Based on 4J Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.