Evoke Wealth’s Unity U Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-691	Closed	-$22K	–	1089
2022 Q3	$22K	Sell	691 -141	-17%	-$5.8K	﹤0.01%	634
2022 Q2	$31K	Sell	832 -305	-27%	-$17.3K	﹤0.01%	589
2022 Q1	$113K	Buy	+1,137	New	+$118K	﹤0.01%	418

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

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

VVVM4

Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return

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

Evoke Wealth's U Position: Q4 2022 in Review

Evoke Wealth sold out of Unity (U) in Q4 2022, closing a stake of 691 shares — an estimated $22K sold.

Evoke Wealth first reported a position in U in Q1 2022 and held it in 3 quarters. The position peaked at $113K in Q1 2022. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

Evoke Wealth reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 691 Unity shares in Q4 2022, an estimated $22K.
Evoke Wealth first reported a position in Unity in Q1 2022 and held it in 3 quarters.
Evoke Wealth's Unity position peaked at $113K in Q1 2022.
460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.