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Coppell Advisory Solutions’s Unity U Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-531
Closed -$12K – 1761
2024
Q4 		$12K Hold
531
– – ﹤0.01% 1043
2024
Q3 		$12K Hold
531
– – ﹤0.01% 1025
2024
Q2 		$8.63K Buy
+531
New +$11.4K ﹤0.01% 1057
2023
Q4 		$21.9K Buy
+536
New +$16.5K ﹤0.01% 706

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Coppell Advisory Solutions's U Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Unity (U) in Q1 2025, closing a stake of 531 shares — an estimated $12K sold.

Coppell Advisory Solutions first reported a position in U in Q4 2023 and held it in 4 quarters. The position peaked at $21.9K in Q4 2023. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 531 Unity shares in Q1 2025, an estimated $12K.
  • Coppell Advisory Solutions first reported a position in Unity in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Unity position peaked at $21.9K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.