Phoenix Wealth Advisors’s Unity U Stock Holding History

Phoenix 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
2022 Q2	–	Sell	-7,809	Closed	-$733K	–	120
2022 Q1	$733K	Buy	7,809 +96	+1%	+$9.94K	0.76%	33
2021 Q4	$1.1M	Sell	7,713 -809	-9%	-$124K	0.83%	33
2021 Q3	$1.08M	Buy	8,522 +258	+3%	+$30.5K	0.8%	31
2021 Q2	$881K	Buy	8,264 +2,216	+37%	+$218K	0.64%	46
2021 Q1	$611K	Buy	+6,048	New	+$745K	0.48%	52

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

Phoenix Wealth Advisors's U Position: Q2 2022 in Review

Phoenix Wealth Advisors sold out of Unity (U) in Q2 2022, closing a stake of 7,809 shares — an estimated $733K sold.

Phoenix Wealth Advisors first reported a position in U in Q1 2021 and held it in 5 quarters. The position peaked at $1.1M in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Phoenix Wealth Advisors reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Phoenix Wealth Advisors sold 7,809 Unity shares in Q2 2022, an estimated $733K.
Phoenix Wealth Advisors first reported a position in Unity in Q1 2021 and held it in 5 quarters.
Phoenix Wealth Advisors's Unity position peaked at $1.1M in Q4 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.