Buck Wealth Strategies’s Unity U Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-5	Closed	-$157	–	311
2023 Q3	$157	Hold	5	–	–	﹤0.01%	361
2023 Q2	$217	Hold	5	–	–	﹤0.01%	269
2023 Q1	$162	Buy	+5	New	+$161	﹤0.01%	199

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SXM

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Buck Wealth Strategies's U Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Unity (U) in Q4 2023, closing a stake of 5 shares — an estimated $157 sold.

Buck Wealth Strategies first reported a position in U in Q1 2023 and held it in 3 quarters. The position peaked at $217 in Q2 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Buck Wealth Strategies reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 5 Unity shares in Q4 2023, an estimated $157.
Buck Wealth Strategies first reported a position in Unity in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Unity position peaked at $217 in Q2 2023.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.