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Arkadios Wealth Advisors’s Unity U Stock Holding History

Arkadios 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
2024
Q2 		– Sell
-12,043
Closed -$322K – 909
2024
Q1 		$322K Buy
12,043
+924
+8% +$29K 0.02% 519
2023
Q4 		$455K Sell
11,119
-1,794
-14% -$55.3K 0.04% 394
2023
Q3 		$405K Buy
12,913
+2,804
+28% +$108K 0.04% 395
2023
Q2 		$439K Buy
10,109
+455
+5% +$14.6K 0.05% 344
2023
Q1 		$313K Buy
+9,654
New +$310K 0.04% 425
2021
Q4 		– Sell
-197
Closed -$24K – 1696
2021
Q3 		$24K Buy
197
+3
+2% +$355 ﹤0.01% 1149
2021
Q2 		$21K Buy
194
+181
+1,392% +$17.8K ﹤0.01% 1270
2021
Q1 		$1K Buy
+13
New +$1.6K ﹤0.01% 1613

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Arkadios Wealth Advisors's U Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Unity (U) in Q2 2024, closing a stake of 12,043 shares — an estimated $322K sold.

Arkadios Wealth Advisors first reported a position in U in Q1 2021 and held it in 8 quarters. The position peaked at $455K in Q4 2023. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 12,043 Unity shares in Q2 2024, an estimated $322K.
  • Arkadios Wealth Advisors first reported a position in Unity in Q1 2021 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Unity position peaked at $455K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.