FAIM
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Financial Advocates Investment Management’s Unity U Stock Holding History

Financial Advocates Investment Management’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
-4,353
Closed -$320K – 871
2022
Q3 		$320K Buy
+4,353
New +$179K 0.03% 530
2021
Q2 		– Sell
-4,412
Closed -$247K – 837
2021
Q1 		$247K Buy
+4,412
New +$543K 0.02% 666

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Advocates Investment Management's U Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Unity (U) in Q4 2022, closing a stake of 4,353 shares — an estimated $320K sold.

Financial Advocates Investment Management first reported a position in U in Q1 2021 and held it in 2 quarters. The position peaked at $320K in Q3 2022. 461 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,353 Unity shares in Q4 2022, an estimated $320K.
  • Financial Advocates Investment Management first reported a position in Unity in Q1 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Unity position peaked at $320K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.