Creative Planning
UBX

Creative Planning’s Unity Biotechnology UBX Stock Holding History

Creative Planning’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
2022
Q4 		– Sell
-3,079
Closed -$12K – 2611
2022
Q3 		$12K Buy
3,079
+600
+24% +$3.78K ﹤0.01% 2215
2022
Q2 		$14K Buy
2,479
+1,370
+124% +$11.4K ﹤0.01% 2170
2022
Q1 		$12K Buy
+1,109
New +$12.4K ﹤0.01% 2186

Other funds holding UBX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's UBX Position: Q4 2022 in Review

Creative Planning sold out of Unity Biotechnology (UBX) in Q4 2022, closing a stake of 3,079 shares — an estimated $12K sold.

Creative Planning first reported a position in UBX in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q2 2022. 54 funds tracked by Wall St. Rank hold UBX as of Q4 2022.

  • Creative Planning reported no remaining Unity Biotechnology position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 3,079 Unity Biotechnology shares in Q4 2022, an estimated $12K.
  • Creative Planning first reported a position in Unity Biotechnology in Q1 2022 and held it in 3 quarters.
  • Creative Planning's Unity Biotechnology position peaked at $14K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.