Avion Wealth’s Unity Bancorp UNTY Stock Holding History

Avion Wealth’s Portfolio UNTY Stock Details UNTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$1K	–	1226
2023 Q4	$1K	Hold	21	–	–	﹤0.01%	999
2023 Q3	$0	Hold	21	–	–	﹤0.01%	1208
2023 Q2	$0	Buy	+21	New	+$477	﹤0.01%	1041

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avion Wealth's UNTY Position: Q1 2024 in Review

Avion Wealth sold out of Unity Bancorp (UNTY) in Q1 2024, closing a stake of 21 shares — an estimated $1K sold.

Avion Wealth first reported a position in UNTY in Q2 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 68 funds tracked by Wall St. Rank hold UNTY as of Q1 2024.

Avion Wealth reported no remaining Unity Bancorp position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 21 Unity Bancorp shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in Unity Bancorp in Q2 2023 and held it in 3 quarters.
Avion Wealth's Unity Bancorp position peaked at $1K in Q4 2023.
68 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.