United Capital Financial Advisors’s Lunai Bioworks LNAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-891	Closed	-$588K	–	1183
2022 Q1	$588K	Hold	891	–	–	﹤0.01%	796
2021 Q4	$520K	Hold	891	–	–	﹤0.01%	847
2021 Q3	$480K	Buy	891 +295	+49%	+$144K	﹤0.01%	872
2021 Q2	$237K	Sell	596 -295	-33%	-$96.1K	﹤0.01%	1099
2021 Q1	$252K	Buy	891 +217	+32%	+$63.8K	﹤0.01%	1034
2020 Q4	$159K	Sell	674 -249	-27%	-$62.9K	﹤0.01%	1143
2020 Q3	$273K	Hold	923	–	–	﹤0.01%	982
2020 Q2	$311K	Hold	923	–	–	﹤0.01%	991
2020 Q1	$221K	Hold	923	–	–	﹤0.01%	1044
2019 Q4	$371K	Hold	923	–	–	﹤0.01%	1069
2019 Q3	$406K	Buy	923 +630	+215%	+$241K	﹤0.01%	1006
2019 Q2	$105K	Buy	+293	New	+$143K	﹤0.01%	1406

Other funds holding LNAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

United Capital Financial Advisors's LNAI Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Lunai Bioworks (LNAI) in Q2 2022, closing a stake of 891 shares — an estimated $588K sold.

United Capital Financial Advisors first reported a position in LNAI in Q2 2019 and held it in 12 quarters. The position peaked at $588K in Q1 2022. 51 funds tracked by Wall St. Rank hold LNAI as of Q2 2022.

United Capital Financial Advisors reported no remaining Lunai Bioworks position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 891 Lunai Bioworks shares in Q2 2022, an estimated $588K.
United Capital Financial Advisors first reported a position in Lunai Bioworks in Q2 2019 and held it in 12 quarters.
United Capital Financial Advisors's Lunai Bioworks position peaked at $588K in Q1 2022.
51 funds tracked by Wall St. Rank held Lunai Bioworks as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.