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Clearview Wealth Advisors’s Unity U Stock Holding History

Clearview Wealth 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
Q3 		– Sell
-958
Closed -$41.6K – 600
2023
Q2 		$41.6K Buy
958
+920
+2,421% +$29.5K 0.04% 204
2023
Q1 		$1.23K Buy
38
+5
+15% +$161 ﹤0.01% 558
2022
Q4 		$943 Sell
33
-25
-43% -$783 ﹤0.01% 533
2022
Q3 		$2K Sell
58
-122
-68% -$5.02K ﹤0.01% 504
2022
Q2 		$7K Buy
180
+27
+18% +$1.53K 0.01% 407
2022
Q1 		$15K Buy
153
+17
+13% +$1.76K 0.01% 333
2021
Q4 		$19K Sell
136
-27
-17% -$4.13K 0.01% 342
2021
Q3 		$21K Sell
163
-16
-9% -$1.89K 0.01% 331
2021
Q2 		$20K Buy
179
+24
+15% +$2.36K 0.01% 343
2021
Q1 		$16K Buy
155
+62
+67% +$7.64K 0.01% 361
2020
Q4 		$14K Buy
+93
New +$11.3K 0.01% 340

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

Clearview Wealth Advisors's U Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Unity (U) in Q3 2023, closing a stake of 958 shares — an estimated $41.6K sold.

Clearview Wealth Advisors first reported a position in U in Q4 2020 and held it in 11 quarters. The position peaked at $41.6K in Q2 2023. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 958 Unity shares in Q3 2023, an estimated $41.6K.
  • Clearview Wealth Advisors first reported a position in Unity in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Unity position peaked at $41.6K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.