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

B. Riley 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
2022 Q1	–	Sell	-1,777	Closed	-$254K	–	705
2021 Q4	$254K	Buy	+1,777	New	+$272K	0.02%	516

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 Management's U Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Unity (U) in Q1 2022, closing a stake of 1,777 shares — an estimated $254K sold.

B. Riley Wealth Management first reported a position in U in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

B. Riley Wealth Management reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 1,777 Unity shares in Q1 2022, an estimated $254K.
B. Riley Wealth Management first reported a position in Unity in Q4 2021 and held it in 1 quarter.
B. Riley Wealth Management's Unity position peaked at $254K in Q4 2021.
579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.