NWM
UBX

Navigation Wealth Management’s Unity Biotechnology UBX Stock Holding History

Navigation 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
2022
Q4 		– Sell
-10
Closed – – 45
2022
Q3 		$0 Hold
10
– – ﹤0.01% 47
2022
Q2 		$0 Hold
10
– – ﹤0.01% 52
2022
Q1 		$0 Buy
+10
New +$112 ﹤0.01% 70
2021
Q4 		– Sell
-10
Closed -$1K – 88
2021
Q3 		$1K Hold
10
– – 0.01% 92
2021
Q2 		$0 Hold
10
– – ﹤0.01% 87
2021
Q1 		$1K Buy
+10
New +$682 ﹤0.01% 51

Other funds holding UBX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Navigation Wealth Management's UBX Position: Q4 2022 in Review

Navigation Wealth Management sold out of Unity Biotechnology (UBX) in Q4 2022, closing a stake of 10 shares.

Navigation Wealth Management first reported a position in UBX in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 54 funds tracked by Wall St. Rank hold UBX as of Q4 2022.

  • Navigation Wealth Management reported no remaining Unity Biotechnology position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 10 Unity Biotechnology shares in Q4 2022.
  • Navigation Wealth Management first reported a position in Unity Biotechnology in Q1 2021 and held it in 6 quarters.
  • Navigation Wealth Management's Unity Biotechnology position peaked at $1K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.