FFS
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Founders Financial Securities’s Unity U Stock Holding History

Founders Financial Securities’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
2021
Q3 		– Sell
-2,892
Closed -$318K – 303
2021
Q2 		$318K Sell
2,892
-205
-7% -$20.1K 0.06% 223
2021
Q1 		$311K Buy
3,097
+1,486
+92% +$183K 0.07% 196
2020
Q4 		$247K Buy
+1,611
New +$196K 0.06% 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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Founders Financial Securities's U Position: Q3 2021 in Review

Founders Financial Securities sold out of Unity (U) in Q3 2021, closing a stake of 2,892 shares — an estimated $318K sold.

Founders Financial Securities first reported a position in U in Q4 2020 and held it in 3 quarters. The position peaked at $318K in Q2 2021. 475 funds tracked by Wall St. Rank hold U as of Q3 2021.

  • Founders Financial Securities reported no remaining Unity position as of Q3 2021 after selling out during the quarter.
  • Founders Financial Securities sold 2,892 Unity shares in Q3 2021, an estimated $318K.
  • Founders Financial Securities first reported a position in Unity in Q4 2020 and held it in 3 quarters.
  • Founders Financial Securities's Unity position peaked at $318K in Q2 2021.
  • 475 funds tracked by Wall St. Rank held Unity as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.