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Provenance Wealth Advisors’s Unilever UL Stock Holding History

Provenance 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
2024
Q1 		– Sell
-58
Closed -$3.15K – 613
2023
Q4 		$3.15K Buy
+58
New +$3.13K ﹤0.01% 398

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provenance Wealth Advisors's UL Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Unilever (UL) in Q1 2024, closing a stake of 58 shares — an estimated $3.15K sold.

Provenance Wealth Advisors first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $3.15K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 58 Unilever shares in Q1 2024, an estimated $3.15K.
  • Provenance Wealth Advisors first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Unilever position peaked at $3.15K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.