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Curated Wealth Partners’s Unilever UL Stock Holding History

Curated Wealth Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,093
Closed -$309K – 162
2022
Q1 		$309K Hold
5,093
– – 0.1% 107
2021
Q4 		$309K Sell
5,093
-863
-14% -$51.3K 0.1% 110
2021
Q3 		$363K Sell
5,956
-435
-7% -$27.7K 0.2% 99
2021
Q2 		$421K Buy
6,391
+814
+15% +$54.1K 0.23% 83
2021
Q1 		$350K Sell
5,577
-195
-3% -$12.4K 0.22% 96
2020
Q4 		$392K Buy
+5,772
New +$392K 0.25% 80

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Curated Wealth Partners's UL Position: Q2 2022 in Review

Curated Wealth Partners sold out of Unilever (UL) in Q2 2022, closing a stake of 5,093 shares — an estimated $309K sold.

Curated Wealth Partners first reported a position in UL in Q4 2020 and held it in 6 quarters. The position peaked at $421K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Curated Wealth Partners reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 5,093 Unilever shares in Q2 2022, an estimated $309K.
  • Curated Wealth Partners first reported a position in Unilever in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's Unilever position peaked at $421K in Q2 2021.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.