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Sheaff Brock Investment Advisors’s Unity U Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-1,425
Closed -$219K – 524
2020
Q4 		$219K Buy
+1,425
New +$173K 0.02% 406

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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Sheaff Brock Investment Advisors's U Position: Q1 2021 in Review

Sheaff Brock Investment Advisors sold out of Unity (U) in Q1 2021, closing a stake of 1,425 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in U in Q4 2020 and held it in 1 quarter. The position peaked at $219K in Q4 2020. 352 funds tracked by Wall St. Rank hold U as of Q1 2021.

  • Sheaff Brock Investment Advisors reported no remaining Unity position as of Q1 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,425 Unity shares in Q1 2021, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Unity in Q4 2020 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Unity position peaked at $219K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Unity as of Q1 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.