AG
UBX

Advisor Group’s Unity Biotechnology UBX Stock Holding History

Advisor Group’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1K Sell
20
-12
-38% -$847 ﹤0.01% 5196
2019
Q3 		$2K Buy
32
+12
+60% +$849 ﹤0.01% 5007
2019
Q2 		$2K Hold
20
– – ﹤0.01% 5015
2019
Q1 		$2K Buy
+20
New +$2.27K ﹤0.01% 4980

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's UBX Position: Q4 2019 in Review

Advisor Group reduced its Unity Biotechnology (UBX) stake by 38% in Q4 2019, selling an estimated $847 and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5196.

Advisor Group first reported a position in UBX in Q1 2019 and has held it in 4 quarters since. The position peaked at $2K in Q3 2019. 79 funds tracked by Wall St. Rank hold UBX as of Q4 2019.

  • Advisor Group held 20 shares of Unity Biotechnology worth $1K as of Q4 2019.
  • Advisor Group sold 12 Unity Biotechnology shares in Q4 2019, an estimated $847.
  • Unity Biotechnology made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5196 holding.
  • Advisor Group first reported a position in Unity Biotechnology in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's Unity Biotechnology position peaked at $2K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.