AWM
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Accurate Wealth Management’s Unilever UL Stock Holding History

Accurate Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-41
Closed -$2.35K – 1390
2022
Q4 		$2.35K Buy
+41
New +$2.19K ﹤0.01% 1171

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Accurate Wealth Management's UL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Unilever (UL) in Q1 2023, closing a stake of 41 shares — an estimated $2.35K sold.

Accurate Wealth Management first reported a position in UL in Q4 2022 and held it in 1 quarter. The position peaked at $2.35K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 41 Unilever shares in Q1 2023, an estimated $2.35K.
  • Accurate Wealth Management first reported a position in Unilever in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Unilever position peaked at $2.35K in Q4 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

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