AWA
UBX

Arete Wealth Advisors’s Unity Biotechnology UBX Stock Holding History

Arete Wealth Advisors’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
2023
Q2 		– Sell
-10,392
Closed -$142K – 757
2023
Q1 		$142K Hold
10,392
– – 0.01% 594
2022
Q4 		$141K Buy
+10,392
New +$30.2K 0.01% 575

Other funds holding UBX

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return

Arete Wealth Advisors's UBX Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Unity Biotechnology (UBX) in Q2 2023, closing a stake of 10,392 shares — an estimated $142K sold.

Arete Wealth Advisors first reported a position in UBX in Q4 2022 and held it in 2 quarters. The position peaked at $142K in Q1 2023. 40 funds tracked by Wall St. Rank hold UBX as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Unity Biotechnology position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,392 Unity Biotechnology shares in Q2 2023, an estimated $142K.
  • Arete Wealth Advisors first reported a position in Unity Biotechnology in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Unity Biotechnology position peaked at $142K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.