United Capital Financial Advisors’s Dare Bioscience DARE Stock Holding History

United Capital Financial Advisors’s Portfolio DARE Stock Details DARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,317	Closed	-$13.1K	–	986
2022 Q4	$13.1K	Hold	1,317	–	–	﹤0.01%	1030
2022 Q3	$16K	Hold	1,317	–	–	﹤0.01%	1076
2022 Q2	$19K	Buy	1,317 +67	+5%	+$1.01K	﹤0.01%	1107
2022 Q1	$22K	Hold	1,250	–	–	﹤0.01%	1151
2021 Q4	$30K	Hold	1,250	–	–	﹤0.01%	1190
2021 Q3	$25K	Hold	1,250	–	–	﹤0.01%	1192
2021 Q2	$28K	Buy	1,250 +237	+23%	+$4.05K	﹤0.01%	1212
2021 Q1	$21K	Sell	1,013 -83	-8%	-$2.02K	﹤0.01%	1178
2020 Q4	$18K	Buy	1,096 +75	+7%	+$1.05K	﹤0.01%	1185
2020 Q3	$12K	Hold	1,021	–	–	﹤0.01%	1147
2020 Q2	$12K	Hold	1,021	–	–	﹤0.01%	1182
2020 Q1	$10K	Buy	1,021 +167	+20%	+$2.25K	﹤0.01%	1174
2019 Q4	$8K	Hold	854	–	–	﹤0.01%	1365
2019 Q3	$8K	Hold	854	–	–	﹤0.01%	1300
2019 Q2	$9K	Buy	+854	New	+$10.1K	﹤0.01%	1459

Other funds holding DARE

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

United Capital Financial Advisors's DARE Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Dare Bioscience (DARE) in Q1 2023, closing a stake of 1,317 shares — an estimated $13.1K sold.

United Capital Financial Advisors first reported a position in DARE in Q2 2019 and held it in 15 quarters. The position peaked at $30K in Q4 2021. 29 funds tracked by Wall St. Rank hold DARE as of Q1 2023.

United Capital Financial Advisors reported no remaining Dare Bioscience position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 1,317 Dare Bioscience shares in Q1 2023, an estimated $13.1K.
United Capital Financial Advisors first reported a position in Dare Bioscience in Q2 2019 and held it in 15 quarters.
United Capital Financial Advisors's Dare Bioscience position peaked at $30K in Q4 2021.
29 funds tracked by Wall St. Rank held Dare Bioscience as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.