B. Riley Wealth Advisors’s Unity U Stock Holding History

B. Riley Wealth 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
2022 Q2	–	Sell	-3,470	Closed	-$346K	–	1389
2022 Q1	$346K	Sell	3,470 -101,397	-97%	-$10.5M	0.01%	946
2021 Q4	$15M	Buy	104,867 +21,050	+25%	+$3.22M	0.43%	39
2021 Q3	$10.6M	Buy	+83,817	New	+$9.92M	0.34%	60
2021 Q2	–	Sell	-2,719	Closed	-$273K	–	1469
2021 Q1	$273K	Buy	+2,719	New	+$335K	0.01%	1042

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's U Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Unity (U) in Q2 2022, closing a stake of 3,470 shares — an estimated $346K sold.

B. Riley Wealth Advisors first reported a position in U in Q1 2021 and held it in 4 quarters. The position peaked at $15M in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

B. Riley Wealth Advisors reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,470 Unity shares in Q2 2022, an estimated $346K.
B. Riley Wealth Advisors first reported a position in Unity in Q1 2021 and held it in 4 quarters.
B. Riley Wealth Advisors's Unity position peaked at $15M in Q4 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.