AWE
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Avidian Wealth Enterprises’s Unity U Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-10,500
Closed -$335K – 479
2022
Q3 		$335K Buy
+10,500
New +$432K 0.02% 304

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Avidian Wealth Enterprises's U Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Unity (U) in Q4 2022, closing a stake of 10,500 shares — an estimated $335K sold.

Avidian Wealth Enterprises first reported a position in U in Q3 2022 and held it in 1 quarter. The position peaked at $335K in Q3 2022. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,500 Unity shares in Q4 2022, an estimated $335K.
  • Avidian Wealth Enterprises first reported a position in Unity in Q3 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Unity position peaked at $335K in Q3 2022.
  • 460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.