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Gladstone Institutional Advisory’s Unity U Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-3,470
Closed -$344K – 733
2022
Q1 		$344K Buy
3,470
+737
+27% +$76.3K 0.02% 517
2021
Q4 		$391K Buy
2,733
+308
+13% +$47.1K 0.03% 428
2021
Q3 		$306K Buy
2,425
+285
+13% +$33.7K 0.03% 426
2021
Q2 		$235K Buy
+2,140
New +$210K 0.03% 453
2021
Q1 		– Sell
-1,615
Closed -$248K – 444
2020
Q4 		$248K Buy
+1,615
New +$196K 0.05% 261

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Gladstone Institutional Advisory's U Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Unity (U) in Q2 2022, closing a stake of 3,470 shares — an estimated $344K sold.

Gladstone Institutional Advisory first reported a position in U in Q4 2020 and held it in 5 quarters. The position peaked at $391K in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,470 Unity shares in Q2 2022, an estimated $344K.
  • Gladstone Institutional Advisory first reported a position in Unity in Q4 2020 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Unity position peaked at $391K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.