WJWM
UBX

Williams Jones Wealth Management’s Unity Biotechnology UBX Stock Holding History

Williams Jones Wealth Management’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
2020
Q4 		– Sell
-1,000
Closed -$35K – 483
2020
Q3 		$35K Hold
1,000
– – ﹤0.01% 428
2020
Q2 		$87K Buy
+1,000
New +$74.2K ﹤0.01% 398

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Williams Jones Wealth Management's UBX Position: Q4 2020 in Review

Williams Jones Wealth Management sold out of Unity Biotechnology (UBX) in Q4 2020, closing a stake of 1,000 shares — an estimated $35K sold.

Williams Jones Wealth Management first reported a position in UBX in Q2 2020 and held it in 2 quarters. The position peaked at $87K in Q2 2020. 85 funds tracked by Wall St. Rank hold UBX as of Q4 2020.

  • Williams Jones Wealth Management reported no remaining Unity Biotechnology position as of Q4 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,000 Unity Biotechnology shares in Q4 2020, an estimated $35K.
  • Williams Jones Wealth Management first reported a position in Unity Biotechnology in Q2 2020 and held it in 2 quarters.
  • Williams Jones Wealth Management's Unity Biotechnology position peaked at $87K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2020.

Based on Williams Jones Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.