NewEdge Wealth’s Unity U Stock Holding History

NewEdge Wealth’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	-2,050	Closed	-$203K	–	578
2022 Q1	$203K	Buy	+2,050	New	+$212K	0.01%	404

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

NewEdge Wealth's U Position: Q2 2022 in Review

NewEdge Wealth sold out of Unity (U) in Q2 2022, closing a stake of 2,050 shares — an estimated $203K sold.

NewEdge Wealth first reported a position in U in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

NewEdge Wealth reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
NewEdge Wealth sold 2,050 Unity shares in Q2 2022, an estimated $203K.
NewEdge Wealth first reported a position in Unity in Q1 2022 and held it in 1 quarter.
NewEdge Wealth's Unity position peaked at $203K in Q1 2022.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on NewEdge Wealth's 13F filing for Q2 2022, filed 9 Aug 2022.