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Pacific Capital Wealth Advisors’s Unifirst Corp UNF Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19
Closed -$3.29K – 667
2024
Q1 		$3.29K Buy
+19
New +$3.23K ﹤0.01% 378

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LCOV
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pacific Capital Wealth Advisors's UNF Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Unifirst Corp (UNF) in Q2 2024, closing a stake of 19 shares — an estimated $3.29K sold.

Pacific Capital Wealth Advisors first reported a position in UNF in Q1 2024 and held it in 1 quarter. The position peaked at $3.29K in Q1 2024. 270 funds tracked by Wall St. Rank hold UNF as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Unifirst Corp position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 19 Unifirst Corp shares in Q2 2024, an estimated $3.29K.
  • Pacific Capital Wealth Advisors first reported a position in Unifirst Corp in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Unifirst Corp position peaked at $3.29K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.