AWM
U icon

Avior Wealth Management’s Unity U Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-702
Closed -$15.8K – 2224
2024
Q4 		$15.8K Buy
702
+678
+2,825% +$15.1K ﹤0.01% 1478
2024
Q3 		$542 Sell
24
-350
-94% -$6.04K ﹤0.01% 2163
2024
Q2 		$6.08K Hold
374
– – ﹤0.01% 1671
2024
Q1 		$9.98K Sell
374
-29
-7% -$911 ﹤0.01% 1872
2023
Q4 		$16.5K Sell
403
-32
-7% -$986 ﹤0.01% 912
2023
Q3 		$13.7K Hold
435
– – ﹤0.01% 994
2023
Q2 		$18.9K Buy
435
+85
+24% +$2.72K ﹤0.01% 941
2023
Q1 		$11.4K Hold
350
– – ﹤0.01% 1034
2022
Q4 		$10K Hold
350
– – ﹤0.01% 850
2022
Q3 		$11K Buy
+350
New +$14.4K ﹤0.01% 843
2022
Q2 		– Sell
-200
Closed -$19K – 1225
2022
Q1 		$19K Buy
+200
New +$20.7K ﹤0.01% 727
2021
Q4 		– Sell
-69
Closed -$8K – 1222
2021
Q3 		$8K Buy
+69
New +$8.17K ﹤0.01% 800

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Avior Wealth Management's U Position: Q1 2025 in Review

Avior Wealth Management sold out of Unity (U) in Q1 2025, closing a stake of 702 shares — an estimated $15.8K sold.

Avior Wealth Management first reported a position in U in Q3 2021 and held it in 12 quarters. The position peaked at $19K in Q1 2022. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

  • Avior Wealth Management reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 702 Unity shares in Q1 2025, an estimated $15.8K.
  • Avior Wealth Management first reported a position in Unity in Q3 2021 and held it in 12 quarters.
  • Avior Wealth Management's Unity position peaked at $19K in Q1 2022.
  • 425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.