Alta Wealth Advisors’s Unity U Stock Holding History

Alta Wealth Advisors’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
2021 Q1	–	Sell	-2,344	Closed	-$360K	–	140
2020 Q4	$360K	Buy	+2,344	New	+$285K	0.3%	104

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Alta Wealth Advisors's U Position: Q1 2021 in Review

Alta Wealth Advisors sold out of Unity (U) in Q1 2021, closing a stake of 2,344 shares — an estimated $360K sold.

Alta Wealth Advisors first reported a position in U in Q4 2020 and held it in 1 quarter. The position peaked at $360K in Q4 2020. 352 funds tracked by Wall St. Rank hold U as of Q1 2021.

Alta Wealth Advisors reported no remaining Unity position as of Q1 2021 after selling out during the quarter.
Alta Wealth Advisors sold 2,344 Unity shares in Q1 2021, an estimated $360K.
Alta Wealth Advisors first reported a position in Unity in Q4 2020 and held it in 1 quarter.
Alta Wealth Advisors's Unity position peaked at $360K in Q4 2020.
352 funds tracked by Wall St. Rank held Unity as of Q1 2021.

Based on Alta Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.