Avantax Advisory Services’s Unity U Stock Holding History

Avantax Advisory Services’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	-7,505	Closed	-$236K	–	1670
2023 Q3	$236K	Sell	7,505 -1,839	-20%	-$70.8K	﹤0.01%	1334
2023 Q2	$406K	Buy	9,344 +2,648	+40%	+$84.8K	﹤0.01%	1031
2023 Q1	$217K	Buy	+6,696	New	+$215K	﹤0.01%	1328
2022 Q3	–	Sell	-5,784	Closed	-$213K	–	1379
2022 Q2	$213K	Buy	5,784 +3,722	+181%	+$211K	﹤0.01%	1173
2022 Q1	$203K	Buy	+2,062	New	+$214K	﹤0.01%	1193

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

Avantax Advisory Services's U Position: Q4 2023 in Review

Avantax Advisory Services sold out of Unity (U) in Q4 2023, closing a stake of 7,505 shares — an estimated $236K sold.

Avantax Advisory Services first reported a position in U in Q1 2022 and held it in 5 quarters. The position peaked at $406K in Q2 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Avantax Advisory Services reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 7,505 Unity shares in Q4 2023, an estimated $236K.
Avantax Advisory Services first reported a position in Unity in Q1 2022 and held it in 5 quarters.
Avantax Advisory Services's Unity position peaked at $406K in Q2 2023.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.