American Portfolios Advisors’s Unity U Stock Holding History

American Portfolios 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
2022 Q3	$801K	Buy	25,141 +1,701	+7%	+$70K	0.03%	491
2022 Q2	$863K	Buy	23,440 +4,050	+21%	+$230K	0.04%	464
2022 Q1	$1.92M	Sell	19,390 -96	-0.5%	-$9.94K	0.07%	285
2021 Q4	$2.79M	Buy	19,486 +1,729	+10%	+$264K	0.09%	209
2021 Q3	$2.24M	Buy	17,757 +6,383	+56%	+$756K	0.08%	244
2021 Q2	$1.25M	Buy	11,374 +5,839	+105%	+$574K	0.05%	370
2021 Q1	$555K	Buy	5,535 +3,616	+188%	+$445K	0.02%	610
2020 Q4	$295K	Buy	1,919 +1,906	+14,662%	+$232K	0.02%	747
2020 Q3	$1.14K	Buy	+13	New	+$1.1K	﹤0.01%	2741

Other funds holding U

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SXM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Portfolios Advisors's U Position: Q3 2022 in Review

American Portfolios Advisors increased its Unity (U) stake by 7.3% in Q3 2022, buying an estimated $70K and bringing the position to 25,141 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #491.

American Portfolios Advisors first reported a position in U in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.79M in Q4 2021. 474 funds tracked by Wall St. Rank hold U as of Q3 2022.

American Portfolios Advisors held 25,141 shares of Unity worth $801K as of Q3 2022.
American Portfolios Advisors bought 1,701 Unity shares in Q3 2022, an estimated $70K.
Unity made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #491 holding.
American Portfolios Advisors first reported a position in Unity in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Unity position peaked at $2.79M in Q4 2021.
474 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.