WP
UBX

WealthPLAN Partners’s Unity Biotechnology UBX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-10
Closed -$26 – 1109
2023
Q2 		$26 Hold
10
– – ﹤0.01% 1249
2023
Q1 		$16 Buy
+10
New +$40 ﹤0.01% 1315

Other funds holding UBX

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's UBX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Unity Biotechnology (UBX) in Q3 2023, closing a stake of 10 shares — an estimated $26 sold.

WealthPLAN Partners first reported a position in UBX in Q1 2023 and held it in 2 quarters. The position peaked at $26 in Q2 2023. 36 funds tracked by Wall St. Rank hold UBX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Unity Biotechnology position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 10 Unity Biotechnology shares in Q3 2023, an estimated $26.
  • WealthPLAN Partners first reported a position in Unity Biotechnology in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Unity Biotechnology position peaked at $26 in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.