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ICA Group Wealth Management’s Unity U Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-175
Closed -$4.67K – 1299
2024
Q1 		$4.67K Sell
175
-295
-63% -$9.27K ﹤0.01% 1050
2023
Q4 		$19.2K Buy
+470
New +$14.5K ﹤0.01% 736
2023
Q3 		– Sell
-560
Closed -$24.3K – 1154
2023
Q2 		$24.3K Hold
560
– – 0.01% 643
2023
Q1 		$18.2K Sell
560
-55
-9% -$1.77K ﹤0.01% 690
2022
Q4 		$17.6K Buy
+615
New +$19.3K ﹤0.01% 711

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

ICA Group Wealth Management's U Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Unity (U) in Q2 2024, closing a stake of 175 shares — an estimated $4.67K sold.

ICA Group Wealth Management first reported a position in U in Q4 2022 and held it in 5 quarters. The position peaked at $24.3K in Q2 2023. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 175 Unity shares in Q2 2024, an estimated $4.67K.
  • ICA Group Wealth Management first reported a position in Unity in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Unity position peaked at $24.3K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.