AF
UBX

Allworth Financial’s Unity Biotechnology UBX Stock Holding History

Allworth Financial’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
2021
Q3 		– Sell
-20
Closed -$1K – 1980
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1502
2021
Q1 		$1K Buy
+20
New +$1.36K ﹤0.01% 1436

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Allworth Financial's UBX Position: Q3 2021 in Review

Allworth Financial sold out of Unity Biotechnology (UBX) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Allworth Financial first reported a position in UBX in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 84 funds tracked by Wall St. Rank hold UBX as of Q3 2021.

  • Allworth Financial reported no remaining Unity Biotechnology position as of Q3 2021 after selling out during the quarter.
  • Allworth Financial sold 20 Unity Biotechnology shares in Q3 2021, an estimated $1K.
  • Allworth Financial first reported a position in Unity Biotechnology in Q1 2021 and held it in 2 quarters.
  • Allworth Financial's Unity Biotechnology position peaked at $1K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2021.

Based on Allworth Financial's 13F filing for Q3 2021, filed 2 Nov 2021.