Personal CFO Solutions’s Unity U Stock Holding History

Personal CFO Solutions’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	-1,536	Closed	-$220K	–	514
2021 Q4	$220K	Buy	+1,536	New	+$235K	0.04%	414

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

Personal CFO Solutions's U Position: Q1 2022 in Review

Personal CFO Solutions sold out of Unity (U) in Q1 2022, closing a stake of 1,536 shares — an estimated $220K sold.

Personal CFO Solutions first reported a position in U in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

Personal CFO Solutions reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 1,536 Unity shares in Q1 2022, an estimated $220K.
Personal CFO Solutions first reported a position in Unity in Q4 2021 and held it in 1 quarter.
Personal CFO Solutions's Unity position peaked at $220K in Q4 2021.
579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.