United Capital Financial Advisors’s Equillium EQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,500	Closed	-$30K	–	1060
2022 Q3	$30K	Hold	13,500	–	–	﹤0.01%	1070
2022 Q2	$28K	Hold	13,500	–	–	﹤0.01%	1104
2022 Q1	$43K	Hold	13,500	–	–	﹤0.01%	1142
2021 Q4	$51K	Hold	13,500	–	–	﹤0.01%	1183
2021 Q3	$92K	Hold	13,500	–	–	﹤0.01%	1174
2021 Q2	$80K	Hold	13,500	–	–	﹤0.01%	1199
2021 Q1	$97K	Hold	13,500	–	–	﹤0.01%	1161
2020 Q4	$72K	Hold	13,500	–	–	﹤0.01%	1163
2020 Q3	$78K	Hold	13,500	–	–	﹤0.01%	1121
2020 Q2	$40K	Hold	13,500	–	–	﹤0.01%	1167
2020 Q1	$37K	Buy	13,500 +720	+6%	+$3.1K	﹤0.01%	1154
2019 Q4	$43K	Buy	+12,780	New	+$48.1K	﹤0.01%	1343

Other funds holding EQ

Decheng Capital Management III (Cayman) Grand Cayman, Cayman Islands $300M AUM 15.74% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Cota Capital Management San Francisco, California $177K AUM 63.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return

DCF Advisers Greenwich, Connecticut $265M AUM 72.65% 1-Year Est. Return

Geode Capital Management

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