RJFSA
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Raymond James Financial Services Advisors’s Unity U Stock Holding History

Raymond James Financial Services 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
Q3 		$491K Sell
21,706
-32,478
-60% -$561K ﹤0.01% 2633
2024
Q2 		$881K Sell
54,184
-42,712
-44% -$914K ﹤0.01% 2169
2024
Q1 		$2.59M Buy
96,896
+1,676
+2% +$52.7K ﹤0.01% 1509
2023
Q4 		$3.89M Sell
95,220
-9,283
-9% -$286K 0.01% 1218
2023
Q3 		$3.28M Sell
104,503
-3,874
-4% -$149K 0.01% 1226
2023
Q2 		$4.71M Buy
108,377
+46,222
+74% +$1.48M 0.01% 1041
2023
Q1 		$2.02M Sell
62,155
-26,695
-30% -$859K ﹤0.01% 1485
2022
Q4 		$2.54M Buy
88,850
+4,392
+5% +$138K 0.01% 1314
2022
Q3 		$2.69M Buy
84,458
+16,647
+25% +$685K 0.01% 1263
2022
Q2 		$2.5M Buy
67,811
+26,768
+65% +$1.52M 0.01% 1321
2022
Q1 		$4.07M Sell
41,043
-4,300
-9% -$445K 0.01% 1118
2021
Q4 		$6.48M Sell
45,343
-1,255
-3% -$192K 0.01% 889
2021
Q3 		$5.88M Buy
46,598
+9,210
+25% +$1.09M 0.01% 886
2021
Q2 		$4.11M Buy
37,388
+7,377
+25% +$725K 0.01% 1073
2021
Q1 		$3.01M Buy
30,011
+10,603
+55% +$1.31M 0.01% 1170
2020
Q4 		$2.98M Buy
19,408
+8,691
+81% +$1.06M 0.01% 1074
2020
Q3 		$935K Buy
+10,717
New +$904K ﹤0.01% 1591

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors's U Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Unity (U) stake by 60% in Q3 2024, selling an estimated $561K and leaving 21,706 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

Raymond James Financial Services Advisors first reported a position in U in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.48M in Q4 2021. 399 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,706 shares of Unity worth $491K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 32,478 Unity shares in Q3 2024, an estimated $561K.
  • Unity made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2633 holding.
  • Raymond James Financial Services Advisors first reported a position in Unity in Q3 2020 and has held it in 17 quarters since.
  • Raymond James Financial Services Advisors's Unity position peaked at $6.48M in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.