CIA
UBX

Cape Investment Advisory’s Unity Biotechnology UBX Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-300
Closed -$579 – 1168
2023
Q4 		$579 Buy
+300
New +$558 ﹤0.01% 1049

Other funds holding UBX

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cape Investment Advisory's UBX Position: Q1 2024 in Review

Cape Investment Advisory sold out of Unity Biotechnology (UBX) in Q1 2024, closing a stake of 300 shares — an estimated $579 sold.

Cape Investment Advisory first reported a position in UBX in Q4 2023 and held it in 1 quarter. The position peaked at $579 in Q4 2023. 40 funds tracked by Wall St. Rank hold UBX as of Q1 2024.

  • Cape Investment Advisory reported no remaining Unity Biotechnology position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 300 Unity Biotechnology shares in Q1 2024, an estimated $579.
  • Cape Investment Advisory first reported a position in Unity Biotechnology in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Unity Biotechnology position peaked at $579 in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Unity Biotechnology as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.