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MinichMacGregor Wealth Management’s Unity U Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-25
Closed -$714 – 606
2022
Q4 		$714 Buy
+25
New +$783 ﹤0.01% 654

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

MinichMacGregor Wealth Management's U Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Unity (U) in Q1 2023, closing a stake of 25 shares — an estimated $714 sold.

MinichMacGregor Wealth Management first reported a position in U in Q4 2022 and held it in 1 quarter. The position peaked at $714 in Q4 2022. 461 funds tracked by Wall St. Rank hold U as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Unity position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 25 Unity shares in Q1 2023, an estimated $714.
  • MinichMacGregor Wealth Management first reported a position in Unity in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Unity position peaked at $714 in Q4 2022.
  • 461 funds tracked by Wall St. Rank held Unity as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.