Heritage Wealth Advisors’s Unity U Stock Holding History

Heritage Wealth 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
2023 Q1	–	Sell	-168	Closed	-$4.8K	–	592
2022 Q4	$4.8K	Buy	+168	New	+$5.26K	﹤0.01%	478

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SXM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

VVVM4

Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return

NAMA

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

Heritage Wealth Advisors's U Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Unity (U) in Q1 2023, closing a stake of 168 shares — an estimated $4.8K sold.

Heritage Wealth Advisors first reported a position in U in Q4 2022 and held it in 1 quarter. The position peaked at $4.8K in Q4 2022. 461 funds tracked by Wall St. Rank hold U as of Q1 2023.

Heritage Wealth Advisors reported no remaining Unity position as of Q1 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 168 Unity shares in Q1 2023, an estimated $4.8K.
Heritage Wealth Advisors first reported a position in Unity in Q4 2022 and held it in 1 quarter.
Heritage Wealth Advisors's Unity position peaked at $4.8K in Q4 2022.
461 funds tracked by Wall St. Rank held Unity as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.