AWM
U icon

Abound Wealth Management’s Unity U Stock Holding History

Abound Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54
Closed -$1.22K – 1343
2024
Q3 		$1.22K Buy
+54
New +$933 ﹤0.01% 759
2024
Q2 		– Sell
-10
Closed -$267 – 1306
2024
Q1 		$267 Sell
10
-20
-67% -$629 ﹤0.01% 1175
2023
Q4 		$1.23K Buy
30
+27
+900% +$832 ﹤0.01% 736
2023
Q3 		$95 Hold
3
– – ﹤0.01% 1147
2023
Q2 		$131 Buy
+3
New +$96 ﹤0.01% 1172

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Abound Wealth Management's U Position: Q4 2024 in Review

Abound Wealth Management sold out of Unity (U) in Q4 2024, closing a stake of 54 shares — an estimated $1.22K sold.

Abound Wealth Management first reported a position in U in Q2 2023 and held it in 5 quarters. The position peaked at $1.23K in Q4 2023. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Abound Wealth Management reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 54 Unity shares in Q4 2024, an estimated $1.22K.
  • Abound Wealth Management first reported a position in Unity in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Unity position peaked at $1.23K in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.