SWM
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Selective Wealth Management’s Unity U Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-78
Closed -$2K – 675
2022
Q3 		$2K Hold
78
– – ﹤0.01% 692
2022
Q2 		$3K Sell
78
-22
-22% -$1.25K ﹤0.01% 681
2022
Q1 		$10K Buy
+100
New +$10.4K ﹤0.01% 538

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Selective Wealth Management's U Position: Q4 2022 in Review

Selective Wealth Management sold out of Unity (U) in Q4 2022, closing a stake of 78 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in U in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Selective Wealth Management reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 78 Unity shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Unity in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Unity position peaked at $10K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.