Carson Wealth (CWM LLC)
UBX

Carson Wealth (CWM LLC)’s Unity Biotechnology UBX Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q1 		– Sell
-500
Closed – – 5209
2024
Q4 		$0 Hold
500
– – ﹤0.01% 5176
2024
Q3 		$1K Hold
500
– – ﹤0.01% 4733
2024
Q2 		$1K Buy
+500
New +$759 ﹤0.01% 4502

Other funds holding UBX

FH
Financial Harvest Winter Park, Florida $170M AUM 20.71% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UBX Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Unity Biotechnology (UBX) in Q1 2025, closing a stake of 500 shares.

Carson Wealth (CWM LLC) first reported a position in UBX in Q2 2024 and held it in 3 quarters. The position peaked at $1K in Q3 2024. 40 funds tracked by Wall St. Rank hold UBX as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Unity Biotechnology position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Unity Biotechnology shares in Q1 2025.
  • Carson Wealth (CWM LLC) first reported a position in Unity Biotechnology in Q2 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Unity Biotechnology position peaked at $1K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Unity Biotechnology as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.