Authentikos Wealth Advisory’s Unity U Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-15	Closed	-$471	–	547
2023 Q3	$471	Buy	+15	New	+$578	﹤0.01%	577

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Authentikos Wealth Advisory's U Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Unity (U) in Q4 2023, closing a stake of 15 shares — an estimated $471 sold.

Authentikos Wealth Advisory first reported a position in U in Q3 2023 and held it in 1 quarter. The position peaked at $471 in Q3 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 15 Unity shares in Q4 2023, an estimated $471.
Authentikos Wealth Advisory first reported a position in Unity in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Unity position peaked at $471 in Q3 2023.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.