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Opal Wealth Advisors’s Unity U Stock Holding History

Opal Wealth Advisors’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
Q4 		– Sell
-6,444
Closed -$202K – 174
2023
Q3 		$202K Sell
6,444
-46
-0.7% -$1.77K 0.12% 137
2023
Q2 		$282K Buy
+6,490
New +$208K 0.14% 105
2022
Q2 		– Sell
-2,394
Closed -$238K – 125
2022
Q1 		$238K Buy
+2,394
New +$248K 0.21% 83

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Opal Wealth Advisors's U Position: Q4 2023 in Review

Opal Wealth Advisors sold out of Unity (U) in Q4 2023, closing a stake of 6,444 shares — an estimated $202K sold.

Opal Wealth Advisors first reported a position in U in Q1 2022 and held it in 3 quarters. The position peaked at $282K in Q2 2023. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

  • Opal Wealth Advisors reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
  • Opal Wealth Advisors sold 6,444 Unity shares in Q4 2023, an estimated $202K.
  • Opal Wealth Advisors first reported a position in Unity in Q1 2022 and held it in 3 quarters.
  • Opal Wealth Advisors's Unity position peaked at $282K in Q2 2023.
  • 529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Opal Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.