FA
U icon

FDx Advisors’s Unity U Stock Holding History

FDx 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 		– Sell
-9,973
Closed -$408K – 622
2023
Q4 		$408K Sell
9,973
-858
-8% -$26.4K 0.03% 444
2023
Q3 		$340K Sell
10,831
-942
-8% -$36.3K 0.03% 437
2023
Q2 		$511K Buy
11,773
+2,565
+28% +$82.1K 0.03% 448
2023
Q1 		$263K Hold
9,208
– – 0.01% 618
2022
Q4 		$263K Sell
9,208
-405
-4% -$12.7K 0.01% 618
2022
Q3 		$306K Sell
9,613
-959
-9% -$39.4K 0.01% 547
2022
Q2 		$389K Buy
10,572
+901
+9% +$51.2K 0.01% 545
2022
Q1 		$959K Buy
9,671
+2,389
+33% +$247K 0.03% 337
2021
Q4 		$1.04M Buy
7,282
+495
+7% +$75.6K 0.03% 352
2021
Q3 		$857K Buy
6,787
+1,158
+21% +$137K 0.03% 373
2021
Q2 		$618K Buy
5,629
+3,224
+134% +$317K 0.02% 453
2021
Q1 		$241K Buy
+2,405
New +$296K 0.01% 688

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

FDx Advisors's U Position: Q1 2024 in Review

FDx Advisors sold out of Unity (U) in Q1 2024, closing a stake of 9,973 shares — an estimated $408K sold.

FDx Advisors first reported a position in U in Q1 2021 and held it in 12 quarters. The position peaked at $1.04M in Q4 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • FDx Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 9,973 Unity shares in Q1 2024, an estimated $408K.
  • FDx Advisors first reported a position in Unity in Q1 2021 and held it in 12 quarters.
  • FDx Advisors's Unity position peaked at $1.04M in Q4 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.