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Avior Wealth Management’s Unity Bancorp UNTY Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2
Closed -$55 – 3660
2024
Q1 		$55 Buy
+2
New +$56 ﹤0.01% 3437

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avior Wealth Management's UNTY Position: Q2 2024 in Review

Avior Wealth Management sold out of Unity Bancorp (UNTY) in Q2 2024, closing a stake of 2 shares — an estimated $55 sold.

Avior Wealth Management first reported a position in UNTY in Q1 2024 and held it in 1 quarter. The position peaked at $55 in Q1 2024. 68 funds tracked by Wall St. Rank hold UNTY as of Q2 2024.

  • Avior Wealth Management reported no remaining Unity Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Unity Bancorp shares in Q2 2024, an estimated $55.
  • Avior Wealth Management first reported a position in Unity Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Unity Bancorp position peaked at $55 in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.