Wealthspire Advisors (New York)’s Unilever NV New York Registry Shares UN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,294
Closed -$258K 576
2020
Q1
$258K Buy
+5,294
New +$290K 0.01% 425
2019
Q1
Sell
-781
Closed -$42K 936
2018
Q4
$42K Buy
+781
New +$42.6K ﹤0.01% 210

Other funds holding UN

Wealthspire Advisors (New York)'s UN Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Unilever NV New York Registry Shares (UN) in Q2 2020, closing a stake of 5,294 shares — an estimated $258K sold.

Wealthspire Advisors (New York) first reported a position in UN in Q4 2018 and held it in 2 quarters. The position peaked at $258K in Q1 2020. 605 funds tracked by Wall St. Rank hold UN as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Unilever NV New York Registry Shares position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,294 Unilever NV New York Registry Shares shares in Q2 2020, an estimated $258K.
  • Wealthspire Advisors (New York) first reported a position in Unilever NV New York Registry Shares in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Unilever NV New York Registry Shares position peaked at $258K in Q1 2020.
  • 605 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.