Palo Alto Wealth Advisors’s Unity U Stock Holding History

Palo Alto 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 Q2	–	Sell	-22,700	Closed	-$736K	–	43
2023 Q1	$736K	Hold	22,700	–	–	0.59%	23
2022 Q4	$649K	Buy	+22,700	New	+$711K	0.55%	25

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 $175B AUM 40.63% 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

Palo Alto Wealth Advisors's U Position: Q2 2023 in Review

Palo Alto Wealth Advisors sold out of Unity (U) in Q2 2023, closing a stake of 22,700 shares — an estimated $736K sold.

Palo Alto Wealth Advisors first reported a position in U in Q4 2022 and held it in 2 quarters. The position peaked at $736K in Q1 2023. 502 funds tracked by Wall St. Rank hold U as of Q2 2023.

Palo Alto Wealth Advisors reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
Palo Alto Wealth Advisors sold 22,700 Unity shares in Q2 2023, an estimated $736K.
Palo Alto Wealth Advisors first reported a position in Unity in Q4 2022 and held it in 2 quarters.
Palo Alto Wealth Advisors's Unity position peaked at $736K in Q1 2023.
502 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.