Baystate Wealth Management’s Unity Biotechnology UBX Stock Holding History

Baystate Wealth Management’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 Q4	–	Sell	-300	Closed	-$6.56K	–	973
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	538
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	472
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	395
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	379
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	398
2020 Q2	$26K	Hold	300	–	–	﹤0.01%	280
2020 Q1	$17K	Buy	+300	New	+$18.9K	﹤0.01%	312

Other funds holding UBX

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Baystate Wealth Management's UBX Position: Q4 2021 in Review

Baystate Wealth Management sold out of Unity Biotechnology (UBX) in Q4 2021, closing a stake of 300 shares — an estimated $6.56K sold.

Baystate Wealth Management first reported a position in UBX in Q1 2020 and held it in 7 quarters. The position peaked at $26K in Q2 2020. 71 funds tracked by Wall St. Rank hold UBX as of Q4 2021.

Baystate Wealth Management reported no remaining Unity Biotechnology position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 300 Unity Biotechnology shares in Q4 2021, an estimated $6.56K.
Baystate Wealth Management first reported a position in Unity Biotechnology in Q1 2020 and held it in 7 quarters.
Baystate Wealth Management's Unity Biotechnology position peaked at $26K in Q2 2020.
71 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.