RFA
U icon

Reilly Financial Advisors’s Unity U Stock Holding History

Reilly 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
2021
Q4 		$3K Buy
+24
New +$3.67K ﹤0.01% 954

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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Reilly Financial Advisors's U Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Unity (U) in Q4 2021: 24 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

595 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Reilly Financial Advisors held 24 shares of Unity worth $3K as of Q4 2021.
  • Unity was a new Reilly Financial Advisors position in Q4 2021.
  • Unity made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #954 holding.
  • 595 funds tracked by Wall St. Rank held Unity as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.