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Phoenix Wealth Advisors’s Unilever UL Stock Holding History

Phoenix Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-116
Closed -$7K – 338
2021
Q3 		$7K Hold
116
– – 0.01% 323
2021
Q2 		$8K Hold
116
– – 0.01% 309
2021
Q1 		$7K Buy
+116
New +$7.39K 0.01% 313

Other funds holding UL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Wealth Advisors's UL Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Unilever (UL) in Q4 2021, closing a stake of 116 shares — an estimated $7K sold.

Phoenix Wealth Advisors first reported a position in UL in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 116 Unilever shares in Q4 2021, an estimated $7K.
  • Phoenix Wealth Advisors first reported a position in Unilever in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Unilever position peaked at $8K in Q2 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.