FWM
U icon

Focused Wealth Management’s Unity U Stock Holding History

Focused Wealth 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
2023
Q4 		– Sell
-3,400
Closed -$2.11K – 1103
2023
Q3 		$2.11K Buy
+3,400
New +$131K ﹤0.01% 762
2022
Q1 		– Sell
-2,000
Closed -$13K – 1114
2021
Q4 		$13K Buy
+2,000
New +$306K ﹤0.01% 549

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

Focused Wealth Management's U Position: Q1 2024 in Review

Focused Wealth Management sold out of Unity (U) in Q1 2024, closing a stake of 60 shares — an estimated $2.45K sold.

Focused Wealth Management first reported a position in U in Q2 2021 and held it in 11 quarters. The position peaked at $73K in Q3 2021. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Focused Wealth Management reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 60 Unity shares in Q1 2024, an estimated $2.45K.
  • Focused Wealth Management first reported a position in Unity in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's Unity position peaked at $73K in Q3 2021.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.