Atria Wealth Solutions’s Unity U Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-2,100	Closed	-$208K	–	1891
2022 Q1	$208K	Buy	+2,100	New	+$218K	﹤0.01%	1578

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SXM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Atria Wealth Solutions's U Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Unity (U) in Q2 2022, closing a stake of 2,100 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in U in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Atria Wealth Solutions reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Atria Wealth Solutions sold 2,100 Unity shares in Q2 2022, an estimated $208K.
Atria Wealth Solutions first reported a position in Unity in Q1 2022 and held it in 1 quarter.
Atria Wealth Solutions's Unity position peaked at $208K in Q1 2022.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.