Ten Capital Wealth Advisors’s Unum UNM Stock Holding History

Ten Capital Wealth Advisors’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-658	Closed	-$27K	–	660
2022 Q4	$27K	Hold	658	–	–	0.01%	237
2022 Q3	$26K	Hold	658	–	–	0.01%	214
2022 Q2	$22K	Hold	658	–	–	0.01%	202
2022 Q1	$21K	Hold	658	–	–	0.01%	218
2021 Q4	$16K	Hold	658	–	–	0.01%	257
2021 Q3	$16K	Hold	658	–	–	0.01%	226
2021 Q2	$19K	Buy	+658	New	+$19.3K	﹤0.01%	256

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's UNM Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Unum (UNM) in Q1 2023, closing a stake of 658 shares — an estimated $27K sold.

Ten Capital Wealth Advisors first reported a position in UNM in Q2 2021 and held it in 7 quarters. The position peaked at $27K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 658 Unum shares in Q1 2023, an estimated $27K.
Ten Capital Wealth Advisors first reported a position in Unum in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Unum position peaked at $27K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.