CAPTRUST Financial Advisors
UBX

CAPTRUST Financial Advisors’s Unity Biotechnology UBX Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-17,865
Closed -$29.3K – 2253
2024
Q1 		$29.3K Buy
+17,865
New +$31K ﹤0.01% 2107
2022
Q3 		– Sell
-455
Closed -$3K – 3928
2022
Q2 		$3K Hold
455
– – ﹤0.01% 4347
2022
Q1 		$5K Hold
455
– – ﹤0.01% 4173
2021
Q4 		$7K Buy
455
+400
+727% +$8.74K ﹤0.01% 3931
2021
Q3 		$2K Hold
55
– – ﹤0.01% 4305
2021
Q2 		$3K Hold
55
– – ﹤0.01% 4062
2021
Q1 		$3K Hold
55
– – ﹤0.01% 3945
2020
Q4 		$3K Buy
+55
New +$2.65K ﹤0.01% 3037

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's UBX Position: Q2 2024 in Review

CAPTRUST Financial Advisors sold out of Unity Biotechnology (UBX) in Q2 2024, closing a stake of 17,865 shares — an estimated $29.3K sold.

CAPTRUST Financial Advisors first reported a position in UBX in Q4 2020 and held it in 8 quarters. The position peaked at $29.3K in Q1 2024. 39 funds tracked by Wall St. Rank hold UBX as of Q2 2024.

  • CAPTRUST Financial Advisors reported no remaining Unity Biotechnology position as of Q2 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 17,865 Unity Biotechnology shares in Q2 2024, an estimated $29.3K.
  • CAPTRUST Financial Advisors first reported a position in Unity Biotechnology in Q4 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Unity Biotechnology position peaked at $29.3K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.