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Rise Advisors’s Unity U Stock Holding History

Rise 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
-130
Closed -$3.47K – 1275
2024
Q1 		$3.47K Hold
130
– – ﹤0.01% 1110
2023
Q4 		$5.32K Hold
130
– – ﹤0.01% 374
2023
Q3 		$4.08K Hold
130
– – ﹤0.01% 393
2023
Q2 		$5.64K Hold
130
– – ﹤0.01% 408
2023
Q1 		$4.22K Sell
130
-30
-19% -$965 ﹤0.01% 473
2022
Q4 		$4.57K Hold
160
– – ﹤0.01% 457
2022
Q3 		$5K Hold
160
– – ﹤0.01% 446
2022
Q2 		$6K Hold
160
– – 0.01% 425
2022
Q1 		$16K Buy
160
+30
+23% +$3.11K 0.01% 276
2021
Q4 		$18.6K Buy
+130
New +$19.9K 0.02% 255

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

Rise Advisors's U Position: Q2 2024 in Review

Rise Advisors sold out of Unity (U) in Q2 2024, closing a stake of 130 shares — an estimated $3.47K sold.

Rise Advisors first reported a position in U in Q4 2021 and held it in 10 quarters. The position peaked at $18.6K in Q4 2021. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Rise Advisors reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 130 Unity shares in Q2 2024, an estimated $3.47K.
  • Rise Advisors first reported a position in Unity in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's Unity position peaked at $18.6K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.