Janiczek Wealth Management’s Unity U Stock Holding History

Janiczek 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 Q3	–	Sell	-15	Closed	-$1K	–	1056
2022 Q2	$1K	Buy	+15	New	+$852	﹤0.01%	913

Other funds holding U

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SXM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Janiczek Wealth Management's U Position: Q3 2022 in Review

Janiczek Wealth Management sold out of Unity (U) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in U in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

Janiczek Wealth Management reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 15 Unity shares in Q3 2022, an estimated $1K.
Janiczek Wealth Management first reported a position in Unity in Q2 2022 and held it in 1 quarter.
Janiczek Wealth Management's Unity position peaked at $1K in Q2 2022.
473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.