AAS
UN

Avantax Advisory Services’s Unilever NV New York Registry Shares UN Stock Holding History

Avantax Advisory Services’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,153
Closed -$490K – 1419
2020
Q3 		$490K Buy
+8,153
New +$472K 0.01% 797

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Avantax Advisory Services's UN Position: Q4 2020 in Review

Avantax Advisory Services sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 8,153 shares — an estimated $490K sold.

Avantax Advisory Services first reported a position in UN in Q3 2020 and held it in 1 quarter. The position peaked at $490K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Avantax Advisory Services reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 8,153 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $490K.
  • Avantax Advisory Services first reported a position in Unilever NV New York Registry Shares in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Unilever NV New York Registry Shares position peaked at $490K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.