RWB
UNTY icon

RMR Wealth Builders’s Unity Bancorp UNTY Stock Holding History

RMR Wealth Builders’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-791
Closed -$17K – 672
2021
Q1 		$17K Buy
+791
New +$16K ﹤0.01% 539

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

RMR Wealth Builders's UNTY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Unity Bancorp (UNTY) in Q2 2021, closing a stake of 791 shares — an estimated $17K sold.

RMR Wealth Builders first reported a position in UNTY in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 48 funds tracked by Wall St. Rank hold UNTY as of Q2 2021.

  • RMR Wealth Builders reported no remaining Unity Bancorp position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 791 Unity Bancorp shares in Q2 2021, an estimated $17K.
  • RMR Wealth Builders first reported a position in Unity Bancorp in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Unity Bancorp position peaked at $17K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.