AWM
U icon

Avitas Wealth Management’s Unity U Stock Holding History

Avitas 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
2024
Q1 		– Sell
-4,994
Closed -$204K – 209
2023
Q4 		$204K Buy
+4,994
New +$154K 0.03% 196
2022
Q2 		– Sell
-2,063
Closed -$205K – 230
2022
Q1 		$205K Sell
2,063
-1,705
-45% -$177K 0.04% 188
2021
Q4 		$539K Buy
3,768
+120
+3% +$18.3K 0.09% 155
2021
Q3 		$461K Buy
+3,648
New +$432K 0.08% 169
2021
Q2 		– Sell
-6,710
Closed -$673K – 223
2021
Q1 		$673K Buy
6,710
+2,777
+71% +$342K 0.13% 170
2020
Q4 		$604K Buy
+3,933
New +$478K 0.12% 182

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avitas Wealth Management's U Position: Q1 2024 in Review

Avitas Wealth Management sold out of Unity (U) in Q1 2024, closing a stake of 4,994 shares — an estimated $204K sold.

Avitas Wealth Management first reported a position in U in Q4 2020 and held it in 6 quarters. The position peaked at $673K in Q1 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Avitas Wealth Management reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 4,994 Unity shares in Q1 2024, an estimated $204K.
  • Avitas Wealth Management first reported a position in Unity in Q4 2020 and held it in 6 quarters.
  • Avitas Wealth Management's Unity position peaked at $673K in Q1 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Avitas Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.