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OneAscent Wealth Management’s uniQure QURE Stock Holding History

OneAscent Wealth Management’s Portfolio QURE Stock Details QURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,553
Closed -$434K – 122
2021
Q3 		$434K Buy
+13,553
New +$413K 0.5% 45
2021
Q1 		$707K Buy
20,988
+7,055
+51% +$253K 0.3% 72
2020
Q4 		$503K Buy
+13,933
New +$588K 0.23% 103

Other funds holding QURE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneAscent Wealth Management's QURE Position: Q4 2021 in Review

OneAscent Wealth Management sold out of uniQure (QURE) in Q4 2021, closing a stake of 13,553 shares — an estimated $434K sold.

OneAscent Wealth Management first reported a position in QURE in Q4 2020 and held it in 3 quarters. The position peaked at $707K in Q1 2021. 176 funds tracked by Wall St. Rank hold QURE as of Q4 2021.

  • OneAscent Wealth Management reported no remaining uniQure position as of Q4 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 13,553 uniQure shares in Q4 2021, an estimated $434K.
  • OneAscent Wealth Management first reported a position in uniQure in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's uniQure position peaked at $707K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held uniQure as of Q4 2021.

Based on OneAscent Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.