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Cetera Advisors’s Unity U Stock Holding History

Cetera 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
2024
Q1 		$2.75M Buy
+102,902
New +$3.23M 0.02% 679
2023
Q4 		– Sell
-16,168
Closed -$508K – 1870
2023
Q3 		$508K Sell
16,168
-7,935
-33% -$306K 0.01% 1062
2023
Q2 		$1.05M Buy
24,103
+7,757
+47% +$248K 0.02% 695
2023
Q1 		$530K Buy
+16,346
New +$526K 0.01% 987

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
RA
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cetera Advisors's U Position: Q1 2024 in Review

Cetera Advisors opened a new position in Unity (U) in Q1 2024: 102,902 shares worth $2.75M. The stake represents 0.02% of the portfolio and ranks #679 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in U as recently as Q3 2023.

Cetera Advisors first reported a position in U in Q1 2023 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Cetera Advisors held 102,902 shares of Unity worth $2.75M as of Q1 2024.
  • Unity was a new Cetera Advisors position in Q1 2024.
  • Unity made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #679 holding.
  • Cetera Advisors first reported a position in Unity in Q1 2023 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

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