Kingsview Wealth Management’s Unity U Stock Holding History

Kingsview 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
2023 Q3	–	Sell	-9,008	Closed	-$391K	–	1006
2023 Q2	$391K	Buy	+9,008	New	+$288K	0.02%	656
2022 Q3	–	Sell	-7,495	Closed	-$276K	–	885
2022 Q2	$276K	Buy	+7,495	New	+$426K	0.01%	686
2022 Q1	–	Sell	-4,599	Closed	-$658K	–	1016
2021 Q4	$658K	Buy	4,599 +247	+6%	+$37.7K	0.03%	510
2021 Q3	$549K	Buy	+4,352	New	+$515K	0.03%	519

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

Kingsview Wealth Management's U Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Unity (U) in Q3 2023, closing a stake of 9,008 shares — an estimated $391K sold.

Kingsview Wealth Management first reported a position in U in Q3 2021 and held it in 4 quarters. The position peaked at $658K in Q4 2021. 499 funds tracked by Wall St. Rank hold U as of Q3 2023.

Kingsview Wealth Management reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
Kingsview Wealth Management sold 9,008 Unity shares in Q3 2023, an estimated $391K.
Kingsview Wealth Management first reported a position in Unity in Q3 2021 and held it in 4 quarters.
Kingsview Wealth Management's Unity position peaked at $658K in Q4 2021.
499 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.