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Advisory Resource Group’s Unity U Stock Holding History

Advisory Resource Group’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
-11,303
Closed -$416K – 147
2022
Q2 		$416K Buy
11,303
+6,834
+153% +$388K 0.14% 81
2022
Q1 		$443K Buy
4,469
+962
+27% +$99.6K 0.14% 80
2021
Q4 		$369K Buy
3,507
+478
+16% +$73K 0.12% 95
2021
Q3 		$382K Buy
3,029
+92
+3% +$10.9K 0.14% 84
2021
Q2 		$323K Buy
2,937
+834
+40% +$81.9K 0.13% 98
2021
Q1 		$211K Buy
+2,103
New +$259K 0.1% 104

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

Advisory Resource Group's U Position: Q3 2022 in Review

Advisory Resource Group sold out of Unity (U) in Q3 2022, closing a stake of 11,303 shares — an estimated $416K sold.

Advisory Resource Group first reported a position in U in Q1 2021 and held it in 6 quarters. The position peaked at $443K in Q1 2022. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Advisory Resource Group reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • Advisory Resource Group sold 11,303 Unity shares in Q3 2022, an estimated $416K.
  • Advisory Resource Group first reported a position in Unity in Q1 2021 and held it in 6 quarters.
  • Advisory Resource Group's Unity position peaked at $443K in Q1 2022.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Advisory Resource Group's 13F filing for Q3 2022, filed 11 Oct 2022.