HHM Wealth Advisors’s Unity U Stock Holding History

HHM 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 Q2	–	Sell	-16	Closed	-$520	–	856
2023 Q1	$520	Hold	16	–	–	﹤0.01%	791
2022 Q4	$457	Buy	+16	New	+$501	﹤0.01%	670

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

NAMA

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

Norges Bank Oslo, Norway $935B AUM

HHM Wealth Advisors's U Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Unity (U) in Q2 2023, closing a stake of 16 shares — an estimated $520 sold.

HHM Wealth Advisors first reported a position in U in Q4 2022 and held it in 2 quarters. The position peaked at $520 in Q1 2023. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

HHM Wealth Advisors reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 16 Unity shares in Q2 2023, an estimated $520.
HHM Wealth Advisors first reported a position in Unity in Q4 2022 and held it in 2 quarters.
HHM Wealth Advisors's Unity position peaked at $520 in Q1 2023.
501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.