Gerber Kawasaki Wealth & Investment Management’s Unity U Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q3	–	Sell	-5,624	Closed	-$207K	–	260
2022 Q2	$207K	Sell	5,624 -14,782	-72%	-$839K	0.02%	225
2022 Q1	$2.02M	Sell	20,406 -99	-0.5%	-$10.3K	0.17%	79
2021 Q4	$2.91M	Buy	20,505 +9,079	+79%	+$1.39M	0.23%	74
2021 Q3	$1.44M	Buy	11,426 +1,224	+12%	+$145K	0.19%	61
2021 Q2	$1.12M	Buy	10,202 +903	+10%	+$88.7K	0.11%	97
2021 Q1	$932K	Buy	9,299 +788	+9%	+$97.1K	0.11%	98
2020 Q4	$1.31M	Buy	8,511 +3,453	+68%	+$420K	0.18%	73
2020 Q3	$441K	Buy	+5,058	New	+$427K	0.09%	82

Other funds holding U

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gerber Kawasaki Wealth & Investment Management's U Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Unity (U) in Q3 2022, closing a stake of 5,624 shares — an estimated $207K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in U in Q3 2020 and held it in 8 quarters. The position peaked at $2.91M in Q4 2021. 474 funds tracked by Wall St. Rank hold U as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 5,624 Unity shares in Q3 2022, an estimated $207K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Unity in Q3 2020 and held it in 8 quarters.
Gerber Kawasaki Wealth & Investment Management's Unity position peaked at $2.91M in Q4 2021.
474 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.