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Bellwether Advisors’s Unity U Stock Holding History

Bellwether 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
2023
Q2 		– Sell
-5
Closed -$162 – 418
2023
Q1 		$162 Buy
+5
New +$161 ﹤0.01% 429

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bellwether Advisors's U Position: Q2 2023 in Review

Bellwether Advisors sold out of Unity (U) in Q2 2023, closing a stake of 5 shares — an estimated $162 sold.

Bellwether Advisors first reported a position in U in Q1 2023 and held it in 1 quarter. The position peaked at $162 in Q1 2023. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

  • Bellwether Advisors reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 5 Unity shares in Q2 2023, an estimated $162.
  • Bellwether Advisors first reported a position in Unity in Q1 2023 and held it in 1 quarter.
  • Bellwether Advisors's Unity position peaked at $162 in Q1 2023.
  • 501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.