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CBIZ Investment Advisory Services’s Unity U Stock Holding History

CBIZ Investment Advisory Services’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
Q4 		– Sell
-324
Closed -$7.33K – 507
2024
Q3 		$7.33K Hold
324
– – ﹤0.01% 278
2024
Q2 		$5.27K Buy
+324
New +$6.93K ﹤0.01% 293

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

CBIZ Investment Advisory Services's U Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Unity (U) in Q4 2024, closing a stake of 324 shares — an estimated $7.33K sold.

CBIZ Investment Advisory Services first reported a position in U in Q2 2024 and held it in 2 quarters. The position peaked at $7.33K in Q3 2024. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 324 Unity shares in Q4 2024, an estimated $7.33K.
  • CBIZ Investment Advisory Services first reported a position in Unity in Q2 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Unity position peaked at $7.33K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.