UCFA
ONCY

United Capital Financial Advisors’s Oncolytics Biotech ONCY Stock Holding History

United Capital Financial Advisors’s Portfolio ONCY Stock Details ONCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,500
Closed -$25K – 1224
2020
Q4 		$25K Hold
10,500
– – ﹤0.01% 1180
2020
Q3 		$18K Hold
10,500
– – ﹤0.01% 1145
2020
Q2 		$20K Buy
+10,500
New +$19.8K ﹤0.01% 1178

Other funds holding ONCY

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's ONCY Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Oncolytics Biotech (ONCY) in Q1 2021, closing a stake of 10,500 shares — an estimated $25K sold.

United Capital Financial Advisors first reported a position in ONCY in Q2 2020 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 41 funds tracked by Wall St. Rank hold ONCY as of Q1 2021.

  • United Capital Financial Advisors reported no remaining Oncolytics Biotech position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,500 Oncolytics Biotech shares in Q1 2021, an estimated $25K.
  • United Capital Financial Advisors first reported a position in Oncolytics Biotech in Q2 2020 and held it in 3 quarters.
  • United Capital Financial Advisors's Oncolytics Biotech position peaked at $25K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Oncolytics Biotech as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.