VFA
UBX

Valeo Financial Advisors’s Unity Biotechnology UBX Stock Holding History

Valeo Financial Advisors’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 2190
2020
Q4 		$0 Buy
+5
New +$241 ﹤0.01% 1853

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return

Valeo Financial Advisors's UBX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Unity Biotechnology (UBX) in Q1 2021, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in UBX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 92 funds tracked by Wall St. Rank hold UBX as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Unity Biotechnology position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Unity Biotechnology shares in Q1 2021.
  • Valeo Financial Advisors first reported a position in Unity Biotechnology in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Unity Biotechnology position peaked at $0 in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Unity Biotechnology as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.