MLFP
UBX

MPS Loria Financial Planners’s Unity Biotechnology UBX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$6K – 532
2021
Q1 		$6K Hold
100
– – ﹤0.01% 336
2020
Q4 		$6K Hold
100
– – ﹤0.01% 355
2020
Q3 		$3K Buy
+100
New +$6.33K ﹤0.01% 292

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
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
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MPS Loria Financial Planners's UBX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Unity Biotechnology (UBX) in Q2 2021, closing a stake of 100 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in UBX in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 98 funds tracked by Wall St. Rank hold UBX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Unity Biotechnology position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Unity Biotechnology shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in Unity Biotechnology in Q3 2020 and held it in 3 quarters.
  • MPS Loria Financial Planners's Unity Biotechnology position peaked at $6K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.