CM Wealth Advisors’s Unity Bancorp UNTY Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-10,947	Closed	-$247K	–	418
2023 Q1	$247K	Buy	+10,947	New	+$281K	0.05%	343

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CM Wealth Advisors's UNTY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Unity Bancorp (UNTY) in Q2 2023, closing a stake of 10,947 shares — an estimated $247K sold.

CM Wealth Advisors first reported a position in UNTY in Q1 2023 and held it in 1 quarter. The position peaked at $247K in Q1 2023. 61 funds tracked by Wall St. Rank hold UNTY as of Q2 2023.

CM Wealth Advisors reported no remaining Unity Bancorp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,947 Unity Bancorp shares in Q2 2023, an estimated $247K.
CM Wealth Advisors first reported a position in Unity Bancorp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Unity Bancorp position peaked at $247K in Q1 2023.
61 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.