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Financial Freedom LLC’s Unity U Stock Holding History

Financial Freedom LLC’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
Q4 		– Sell
-100
Closed -$2.26K – 363
2024
Q3 		$2.26K Hold
100
– – ﹤0.01% 331
2024
Q2 		$1.63K Hold
100
– – ﹤0.01% 345
2024
Q1 		$2.67K Hold
100
– – ﹤0.01% 327
2023
Q4 		$4.09K Hold
100
– – ﹤0.01% 313
2023
Q3 		$3.14K Hold
100
– – ﹤0.01% 325
2023
Q2 		$4.34K Hold
100
– – ﹤0.01% 335
2023
Q1 		$3.24K Sell
100
-250
-71% -$8.04K ﹤0.01% 336
2022
Q4 		$10K Buy
+350
New +$11K 0.01% 267

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Freedom LLC's U Position: Q4 2024 in Review

Financial Freedom LLC sold out of Unity (U) in Q4 2024, closing a stake of 100 shares — an estimated $2.26K sold.

Financial Freedom LLC first reported a position in U in Q4 2022 and held it in 8 quarters. The position peaked at $10K in Q4 2022. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Financial Freedom LLC reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Financial Freedom LLC sold 100 Unity shares in Q4 2024, an estimated $2.26K.
  • Financial Freedom LLC first reported a position in Unity in Q4 2022 and held it in 8 quarters.
  • Financial Freedom LLC's Unity position peaked at $10K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Financial Freedom LLC's 13F filing for Q4 2024, filed 16 Jan 2025.