IWM
U icon

IHT Wealth Management’s Unity U Stock Holding History

IHT 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
2022
Q2 		– Sell
-2,661
Closed -$264K – 807
2022
Q1 		$264K Buy
2,661
+32
+1% +$3.31K 0.02% 619
2021
Q4 		$376K Buy
2,629
+266
+11% +$40.6K 0.03% 529
2021
Q3 		$298K Sell
2,363
-39
-2% -$4.62K 0.02% 592
2021
Q2 		$264K Buy
+2,402
New +$236K 0.02% 759

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

IHT Wealth Management's U Position: Q2 2022 in Review

IHT Wealth Management sold out of Unity (U) in Q2 2022, closing a stake of 2,661 shares — an estimated $264K sold.

IHT Wealth Management first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $376K in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • IHT Wealth Management reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 2,661 Unity shares in Q2 2022, an estimated $264K.
  • IHT Wealth Management first reported a position in Unity in Q2 2021 and held it in 4 quarters.
  • IHT Wealth Management's Unity position peaked at $376K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.