IA
UBX

IFP Advisors’s Unity Biotechnology UBX Stock Holding History

IFP Advisors’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
Q3 		– Sell
-30
Closed -$1.9K – 3007
2020
Q2 		$3K Hold
30
– – ﹤0.01% 2295
2020
Q1 		$2K Hold
30
– – ﹤0.01% 2404
2019
Q4 		$2K Hold
30
– – ﹤0.01% 2557
2019
Q3 		$2K Buy
+30
New +$2.12K ﹤0.01% 2736
2019
Q1 		$2K Sell
30
-20
-40% -$2.27K ﹤0.01% 2121
2018
Q4 		$8K Hold
50
– – ﹤0.01% 2631
2018
Q3 		$8K Buy
+50
New +$8.23K ﹤0.01% 3000

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's UBX Position: Q3 2020 in Review

IFP Advisors sold out of Unity Biotechnology (UBX) in Q3 2020, closing a stake of 30 shares — an estimated $1.9K sold.

IFP Advisors first reported a position in UBX in Q3 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2018. 79 funds tracked by Wall St. Rank hold UBX as of Q3 2020.

  • IFP Advisors reported no remaining Unity Biotechnology position as of Q3 2020 after selling out during the quarter.
  • IFP Advisors sold 30 Unity Biotechnology shares in Q3 2020, an estimated $1.9K.
  • IFP Advisors first reported a position in Unity Biotechnology in Q3 2018 and held it in 7 quarters.
  • IFP Advisors's Unity Biotechnology position peaked at $8K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2020.

Based on IFP Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.