TCWA
UL icon

Ten Capital Wealth Advisors’s Unilever UL Stock Holding History

Ten Capital 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
2023
Q2 		– Sell
-524
Closed -$30.6K – 512
2023
Q1 		$30.6K Buy
524
+507
+2,982% +$28.8K 0.01% 271
2022
Q4 		$957 Hold
17
– – ﹤0.01% 480
2022
Q3 		$1K Buy
+17
New +$888 ﹤0.01% 540

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's UL Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 524 shares — an estimated $30.6K sold.

Ten Capital Wealth Advisors first reported a position in UL in Q3 2022 and held it in 3 quarters. The position peaked at $30.6K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 524 Unilever shares in Q2 2023, an estimated $30.6K.
  • Ten Capital Wealth Advisors first reported a position in Unilever in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Unilever position peaked at $30.6K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.