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Integrated Wealth Concepts’s Unisys UIS Stock Holding History

Integrated Wealth Concepts’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-76,963
Closed -$926K – 1023
2022
Q2 		$926K Buy
76,963
+25,434
+49% +$359K 0.03% 442
2022
Q1 		$1.11M Buy
+51,529
New +$1.04M 0.03% 371
2021
Q4 		– Sell
-140,147
Closed -$3.52M – 1021
2021
Q3 		$3.52M Buy
140,147
+103,835
+286% +$2.46M 0.11% 161
2021
Q2 		$919K Buy
36,312
+6,111
+20% +$154K 0.03% 379
2021
Q1 		$768K Sell
30,201
-4,111
-12% -$102K 0.03% 357
2020
Q4 		$675K Sell
34,312
-1,677
-5% -$24.1K 0.03% 343
2020
Q3 		$384K Buy
35,989
+11,894
+49% +$137K 0.02% 402
2020
Q2 		$263K Buy
+24,095
New +$279K 0.02% 434

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Integrated Wealth Concepts's UIS Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Unisys (UIS) in Q3 2022, closing a stake of 76,963 shares — an estimated $926K sold.

Integrated Wealth Concepts first reported a position in UIS in Q2 2020 and held it in 8 quarters. The position peaked at $3.52M in Q3 2021. 165 funds tracked by Wall St. Rank hold UIS as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining Unisys position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 76,963 Unisys shares in Q3 2022, an estimated $926K.
  • Integrated Wealth Concepts first reported a position in Unisys in Q2 2020 and held it in 8 quarters.
  • Integrated Wealth Concepts's Unisys position peaked at $3.52M in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Unisys as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.