DWP
UI icon

Destiny Wealth Partners’s Ubiquiti UI Stock Holding History

Destiny Wealth Partners’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-202
Closed -$60K – 574
2021
Q3 		$60K Buy
+202
New +$62.4K 0.01% 255
2021
Q2 		– Sell
-202
Closed -$60K – 494
2021
Q1 		$60K Hold
202
– – 0.01% 247
2020
Q4 		$56K Buy
+202
New +$46.5K 0.01% 275

Other funds holding UI

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Destiny Wealth Partners's UI Position: Q4 2021 in Review

Destiny Wealth Partners sold out of Ubiquiti (UI) in Q4 2021, closing a stake of 202 shares — an estimated $60K sold.

Destiny Wealth Partners first reported a position in UI in Q4 2020 and held it in 3 quarters. The position peaked at $60K in Q3 2021. 227 funds tracked by Wall St. Rank hold UI as of Q4 2021.

  • Destiny Wealth Partners reported no remaining Ubiquiti position as of Q4 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 202 Ubiquiti shares in Q4 2021, an estimated $60K.
  • Destiny Wealth Partners first reported a position in Ubiquiti in Q4 2020 and held it in 3 quarters.
  • Destiny Wealth Partners's Ubiquiti position peaked at $60K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2021.

Based on Destiny Wealth Partners's 13F filing for Q4 2021, filed 20 Jan 2022.