RWMG
U icon

Redwood Wealth Management Group’s Unity U Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-1,165
Closed -$18.9K – 1022
2024
Q2 		$18.9K Buy
+1,165
New +$24.9K 0.01% 457

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 $5.72T AUM 30.48% 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

Redwood Wealth Management Group's U Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Unity (U) in Q3 2024, closing a stake of 1,165 shares — an estimated $18.9K sold.

Redwood Wealth Management Group first reported a position in U in Q2 2024 and held it in 1 quarter. The position peaked at $18.9K in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,165 Unity shares in Q3 2024, an estimated $18.9K.
  • Redwood Wealth Management Group first reported a position in Unity in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Unity position peaked at $18.9K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.