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WealthSource Partners’s Unilever UL Stock Holding History

WealthSource Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,257
Closed -$214K – 535
2021
Q2 		$214K Buy
+3,257
New +$217K 0.02% 431

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WealthSource Partners's UL Position: Q3 2021 in Review

WealthSource Partners sold out of Unilever (UL) in Q3 2021, closing a stake of 3,257 shares — an estimated $214K sold.

WealthSource Partners first reported a position in UL in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

  • WealthSource Partners reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 3,257 Unilever shares in Q3 2021, an estimated $214K.
  • WealthSource Partners first reported a position in Unilever in Q2 2021 and held it in 1 quarter.
  • WealthSource Partners's Unilever position peaked at $214K in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.