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Plante Moran Financial Advisors’s Unity U Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-80
Closed -$2.14K – 885
2024
Q1 		$2.14K Sell
80
-76
-49% -$2.39K ﹤0.01% 764
2023
Q4 		$6.38K Buy
+156
New +$4.81K ﹤0.01% 619
2022
Q3 		– Sell
-26
Closed -$1K – 1076
2022
Q2 		$1K Buy
+26
New +$1.48K ﹤0.01% 951
2021
Q4 		– Sell
-8
Closed -$1K – 1104
2021
Q3 		$1K Hold
8
– – ﹤0.01% 908
2021
Q2 		$1K Hold
8
– – ﹤0.01% 926
2021
Q1 		$1K Buy
+8
New +$985 ﹤0.01% 980

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Plante Moran Financial Advisors's U Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Unity (U) in Q2 2024, closing a stake of 80 shares — an estimated $2.14K sold.

Plante Moran Financial Advisors first reported a position in U in Q1 2021 and held it in 6 quarters. The position peaked at $6.38K in Q4 2023. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 80 Unity shares in Q2 2024, an estimated $2.14K.
  • Plante Moran Financial Advisors first reported a position in Unity in Q1 2021 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Unity position peaked at $6.38K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.