Cetera Advisor Networks’s Unity U Stock Holding History

Cetera Advisor Networks’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 Q1	$327K	Sell	12,231 -8,759	-42%	-$275K	﹤0.01%	2227
2023 Q4	$858K	Sell	20,990 -376	-2%	-$11.6K	﹤0.01%	1470
2023 Q3	$671K	Sell	21,366 -4,088	-16%	-$157K	﹤0.01%	1558
2023 Q2	$1.11M	Buy	25,454 +1,852	+8%	+$59.3K	0.01%	1196
2023 Q1	$766K	Sell	23,602 -340	-1%	-$10.9K	0.01%	1404
2022 Q4	$685K	Buy	23,942 +16,828	+237%	+$527K	0.01%	1419
2022 Q3	$227K	Sell	7,114 -88	-1%	-$3.62K	﹤0.01%	1778
2022 Q2	$265K	Sell	7,202 -1,206	-14%	-$68.5K	﹤0.01%	1685
2022 Q1	$834K	Buy	8,408 +204	+2%	+$21.1K	0.01%	1003
2021 Q4	$1.17M	Buy	8,204 +1,500	+22%	+$229K	0.01%	833
2021 Q3	$846K	Buy	6,704 +4,614	+221%	+$546K	0.01%	926
2021 Q2	$230K	Buy	+2,090	New	+$205K	﹤0.01%	1680

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cetera Advisor Networks's U Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Unity (U) stake by 42% in Q1 2024, selling an estimated $275K and leaving 12,231 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Cetera Advisor Networks first reported a position in U in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

Cetera Advisor Networks held 12,231 shares of Unity worth $327K as of Q1 2024.
Cetera Advisor Networks sold 8,759 Unity shares in Q1 2024, an estimated $275K.
Unity made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2227 holding.
Cetera Advisor Networks first reported a position in Unity in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's Unity position peaked at $1.17M in Q4 2021.
472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.