SWM
UBX

Spire Wealth Management’s Unity Biotechnology UBX Stock Holding History

Spire Wealth Management’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-274
Closed -$17K – 2965
2021
Q1 		$17K Buy
+274
New +$18.7K ﹤0.01% 2224

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's UBX Position: Q2 2021 in Review

Spire Wealth Management sold out of Unity Biotechnology (UBX) in Q2 2021, closing a stake of 274 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in UBX in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 98 funds tracked by Wall St. Rank hold UBX as of Q2 2021.

  • Spire Wealth Management reported no remaining Unity Biotechnology position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 274 Unity Biotechnology shares in Q2 2021, an estimated $17K.
  • Spire Wealth Management first reported a position in Unity Biotechnology in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Unity Biotechnology position peaked at $17K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.