WIA
UN

Wealthstreet Investment Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Wealthstreet Investment Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,500
Closed -$272K – 364
2020
Q3 		$272K Buy
4,500
+500
+13% +$29K 0.03% 287
2020
Q2 		$213K Buy
+4,000
New +$203K 0.03% 304

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $49.8M AUM 26.11% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $423M AUM 35.74% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Wealthstreet Investment Advisors's UN Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 4,500 shares — an estimated $272K sold.

Wealthstreet Investment Advisors first reported a position in UN in Q2 2020 and held it in 2 quarters. The position peaked at $272K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,500 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $272K.
  • Wealthstreet Investment Advisors first reported a position in Unilever NV New York Registry Shares in Q2 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Unilever NV New York Registry Shares position peaked at $272K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.