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Pinnacle Private Wealth’s Unity U Stock Holding History

Pinnacle Private 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 		$220K Sell
5,966
-541
-8% -$30.7K 0.09% 244
2022
Q1 		$646K Buy
6,507
+137
+2% +$14.2K 0.2% 115
2021
Q4 		$911K Buy
+6,370
New +$973K 0.29% 83

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Pinnacle Private Wealth's U Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Unity (U) stake by 8.3% in Q2 2022, selling an estimated $30.7K and leaving 5,966 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #244.

Pinnacle Private Wealth first reported a position in U in Q4 2021 and has held it in 3 quarters since. The position peaked at $911K in Q4 2021. 489 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • Pinnacle Private Wealth held 5,966 shares of Unity worth $220K as of Q2 2022.
  • Pinnacle Private Wealth sold 541 Unity shares in Q2 2022, an estimated $30.7K.
  • Unity made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #244 holding.
  • Pinnacle Private Wealth first reported a position in Unity in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Unity position peaked at $911K in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.