CA
UBX

Clearstead Advisors’s Unity Biotechnology UBX Stock Holding History

Clearstead 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
2023
Q3 		– Sell
-45
Closed -$115 – 1564
2023
Q2 		$115 Hold
45
– – ﹤0.01% 1347
2023
Q1 		$74 Hold
45
– – ﹤0.01% 1356
2022
Q4 		$123 Hold
45
– – ﹤0.01% 1282
2022
Q3 		$0 Hold
45
– – ﹤0.01% 1361
2022
Q2 		$0 Hold
45
– – ﹤0.01% 1457
2022
Q1 		$1K Hold
45
– – ﹤0.01% 1331
2021
Q4 		$1K Hold
45
– – ﹤0.01% 1224
2021
Q3 		$1K Hold
45
– – ﹤0.01% 1251
2021
Q2 		$2K Hold
45
– – ﹤0.01% 1091
2021
Q1 		$3K Buy
45
+25
+125% +$1.71K ﹤0.01% 939
2020
Q4 		$1K Buy
+20
New +$964 ﹤0.01% 960

Other funds holding UBX

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's UBX Position: Q3 2023 in Review

Clearstead Advisors sold out of Unity Biotechnology (UBX) in Q3 2023, closing a stake of 45 shares — an estimated $115 sold.

Clearstead Advisors first reported a position in UBX in Q4 2020 and held it in 11 quarters. The position peaked at $3K in Q1 2021. 36 funds tracked by Wall St. Rank hold UBX as of Q3 2023.

  • Clearstead Advisors reported no remaining Unity Biotechnology position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 45 Unity Biotechnology shares in Q3 2023, an estimated $115.
  • Clearstead Advisors first reported a position in Unity Biotechnology in Q4 2020 and held it in 11 quarters.
  • Clearstead Advisors's Unity Biotechnology position peaked at $3K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.