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Financial Synergies Wealth Advisors’s Unity U Stock Holding History

Financial Synergies 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
Q1 		– Sell
-1
Closed -$29 – 556
2023
Q4 		$29 Buy
+1
New +$31 ﹤0.01% 455
2023
Q1 		– Sell
-1
Closed -$29 – 512
2022
Q4 		$29 Hold
1
– – ﹤0.01% 455
2022
Q3 		$32 Hold
1
– – ﹤0.01% 465
2022
Q2 		$37 Buy
+1
New +$57 ﹤0.01% 488

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

Financial Synergies Wealth Advisors's U Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Unity (U) in Q1 2024, closing a stake of 1 share — an estimated $29 sold.

Financial Synergies Wealth Advisors first reported a position in U in Q2 2022 and held it in 4 quarters. The position peaked at $37 in Q2 2022. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 Unity share in Q1 2024, an estimated $29.
  • Financial Synergies Wealth Advisors first reported a position in Unity in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Unity position peaked at $37 in Q2 2022.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.