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Financial Network Wealth Advisors’s Unity U Stock Holding History

Financial Network Wealth 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
Q3 		– Sell
-67
Closed -$1.09K – 996
2024
Q2 		$1.09K Buy
+67
New +$1.43K ﹤0.01% 816

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Network Wealth Advisors's U Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Unity (U) in Q3 2024, closing a stake of 67 shares — an estimated $1.09K sold.

Financial Network Wealth Advisors first reported a position in U in Q2 2024 and held it in 1 quarter. The position peaked at $1.09K in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 67 Unity shares in Q3 2024, an estimated $1.09K.
  • Financial Network Wealth Advisors first reported a position in Unity in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Unity position peaked at $1.09K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.