GSWM
UBX

Golden State Wealth Management’s Unity Biotechnology UBX Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-50
Closed -$3K – 860
2020
Q1 		$3K Buy
+50
New +$3.15K ﹤0.01% 828
2019
Q4 		– Sell
-50
Closed -$3K – 872
2019
Q3 		$3K Hold
50
– – ﹤0.01% 940
2019
Q2 		$4K Hold
50
– – ﹤0.01% 915
2019
Q1 		$4K Buy
+50
New +$5.67K ﹤0.01% 958

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's UBX Position: Q2 2020 in Review

Golden State Wealth Management sold out of Unity Biotechnology (UBX) in Q2 2020, closing a stake of 50 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in UBX in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 84 funds tracked by Wall St. Rank hold UBX as of Q2 2020.

  • Golden State Wealth Management reported no remaining Unity Biotechnology position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 50 Unity Biotechnology shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in Unity Biotechnology in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Unity Biotechnology position peaked at $4K in Q2 2019.
  • 84 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.