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B.O.S.S. Retirement Advisors’s Unity U Stock Holding History

B.O.S.S. Retirement Advisors’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
-22,975
Closed -$939K – 224
2023
Q4 		$939K Buy
22,975
+5,438
+31% +$168K 0.18% 156
2023
Q3 		$550K Buy
17,537
+685
+4% +$26.4K 0.12% 185
2023
Q2 		$732K Buy
16,852
+722
+4% +$23.1K 0.16% 171
2023
Q1 		$523K Buy
16,130
+846
+6% +$27.2K 0.12% 174
2022
Q4 		$437K Buy
+15,284
New +$479K 0.11% 172

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

B.O.S.S. Retirement Advisors's U Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Unity (U) in Q1 2024, closing a stake of 22,975 shares — an estimated $939K sold.

B.O.S.S. Retirement Advisors first reported a position in U in Q4 2022 and held it in 5 quarters. The position peaked at $939K in Q4 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 22,975 Unity shares in Q1 2024, an estimated $939K.
  • B.O.S.S. Retirement Advisors first reported a position in Unity in Q4 2022 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Unity position peaked at $939K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.