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Capital Performance Advisors’s Unity Bancorp UNTY Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-20
Closed -$681 – 2553
2024
Q3 		$681 Buy
+20
New +$649 ﹤0.01% 2106

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's UNTY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Unity Bancorp (UNTY) in Q4 2024, closing a stake of 20 shares — an estimated $681 sold.

Capital Performance Advisors first reported a position in UNTY in Q3 2024 and held it in 1 quarter. The position peaked at $681 in Q3 2024. 106 funds tracked by Wall St. Rank hold UNTY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Unity Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Unity Bancorp shares in Q4 2024, an estimated $681.
  • Capital Performance Advisors first reported a position in Unity Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Unity Bancorp position peaked at $681 in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Unity Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.