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Wealthstreet Investment Advisors’s Unilever UL Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-7,556
Closed -$475K – 307
2021
Q1 		$475K Hold
7,556
– – 0.05% 249
2020
Q4 		$513K Buy
+7,556
New +$513K 0.05% 241

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthstreet Investment Advisors's UL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 7,556 shares — an estimated $475K sold.

Wealthstreet Investment Advisors first reported a position in UL in Q4 2020 and held it in 2 quarters. The position peaked at $513K in Q4 2020. 1,038 funds tracked by Wall St. Rank hold UL as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,556 Unilever shares in Q2 2021, an estimated $475K.
  • Wealthstreet Investment Advisors first reported a position in Unilever in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Unilever position peaked at $513K in Q4 2020.
  • 1,038 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.