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Larson Financial Group’s Urban One Class A UONE Stock Holding History

Larson Financial Group’s Portfolio UONE Stock Details UONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$21K – 930
2020
Q4 		$21K Buy
500
+150
+43% +$7.58K 0.01% 364
2020
Q3 		$20K Buy
+350
New +$32.5K 0.01% 330

Other funds holding UONE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Larson Financial Group's UONE Position: Q1 2021 in Review

Larson Financial Group sold out of Urban One Class A (UONE) in Q1 2021, closing a stake of 500 shares — an estimated $21K sold.

Larson Financial Group first reported a position in UONE in Q3 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 20 funds tracked by Wall St. Rank hold UONE as of Q1 2021.

  • Larson Financial Group reported no remaining Urban One Class A position as of Q1 2021 after selling out during the quarter.
  • Larson Financial Group sold 500 Urban One Class A shares in Q1 2021, an estimated $21K.
  • Larson Financial Group first reported a position in Urban One Class A in Q3 2020 and held it in 2 quarters.
  • Larson Financial Group's Urban One Class A position peaked at $21K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Urban One Class A as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.