MWM
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Merriman Wealth Management’s Unity U Stock Holding History

Merriman 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
Q1 		– Sell
-3,102
Closed -$444K – 234
2021
Q4 		$444K Sell
3,102
-2,500
-45% -$382K 0.03% 153
2021
Q3 		$707K Buy
+5,602
New +$663K 0.06% 117

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

Merriman Wealth Management's U Position: Q1 2022 in Review

Merriman Wealth Management sold out of Unity (U) in Q1 2022, closing a stake of 3,102 shares — an estimated $444K sold.

Merriman Wealth Management first reported a position in U in Q3 2021 and held it in 2 quarters. The position peaked at $707K in Q3 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

  • Merriman Wealth Management reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 3,102 Unity shares in Q1 2022, an estimated $444K.
  • Merriman Wealth Management first reported a position in Unity in Q3 2021 and held it in 2 quarters.
  • Merriman Wealth Management's Unity position peaked at $707K in Q3 2021.
  • 579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.