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ACG Wealth’s Unity U Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-169
Closed -$6K – 954
2022
Q2 		$6K Buy
+169
New +$9.6K ﹤0.01% 754

Other funds holding U

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ACG Wealth's U Position: Q3 2022 in Review

ACG Wealth sold out of Unity (U) in Q3 2022, closing a stake of 169 shares — an estimated $6K sold.

ACG Wealth first reported a position in U in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • ACG Wealth reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 169 Unity shares in Q3 2022, an estimated $6K.
  • ACG Wealth first reported a position in Unity in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Unity position peaked at $6K in Q2 2022.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.