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Foundations Investment Advisors’s Unity U Stock Holding History

Foundations Investment 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
-63,692
Closed -$1.04M – 864
2024
Q2 		$1.04M Buy
63,692
+47,255
+287% +$1.01M 0.03% 331
2024
Q1 		$439K Buy
16,437
+4,245
+35% +$133K 0.01% 495
2023
Q4 		$390K Buy
12,192
+968
+9% +$29.8K 0.01% 487
2023
Q3 		$352K Buy
11,224
+2,453
+28% +$94.5K 0.01% 475
2023
Q2 		$381K Buy
8,771
+366
+4% +$11.7K 0.01% 417
2023
Q1 		$273K Sell
8,405
-1,303
-13% -$41.9K 0.01% 415
2022
Q4 		$278K Buy
9,708
+3,024
+45% +$94.7K 0.01% 356
2022
Q3 		$213K Buy
6,684
+821
+14% +$33.8K 0.01% 367
2022
Q2 		$242K Buy
5,863
+816
+16% +$46.3K 0.01% 335
2022
Q1 		$450K Buy
5,047
+920
+22% +$95.3K 0.02% 211
2021
Q4 		$533K Buy
+4,127
New +$631K 0.02% 197

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

Foundations Investment Advisors's U Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Unity (U) in Q3 2024, closing a stake of 63,692 shares — an estimated $1.04M sold.

Foundations Investment Advisors first reported a position in U in Q4 2021 and held it in 11 quarters. The position peaked at $1.04M in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 63,692 Unity shares in Q3 2024, an estimated $1.04M.
  • Foundations Investment Advisors first reported a position in Unity in Q4 2021 and held it in 11 quarters.
  • Foundations Investment Advisors's Unity position peaked at $1.04M in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.