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Sigma Planning Corp’s Unity U Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-6,299
Closed -$625K – 1435
2022
Q1 		$625K Sell
6,299
-1,553
-20% -$161K 0.02% 746
2021
Q4 		$1.12M Buy
7,852
+4,795
+157% +$733K 0.03% 505
2021
Q3 		$386K Buy
+3,057
New +$362K 0.01% 931

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 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
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

Sigma Planning Corp's U Position: Q2 2022 in Review

Sigma Planning Corp sold out of Unity (U) in Q2 2022, closing a stake of 6,299 shares — an estimated $625K sold.

Sigma Planning Corp first reported a position in U in Q3 2021 and held it in 3 quarters. The position peaked at $1.12M in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

  • Sigma Planning Corp reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 6,299 Unity shares in Q2 2022, an estimated $625K.
  • Sigma Planning Corp first reported a position in Unity in Q3 2021 and held it in 3 quarters.
  • Sigma Planning Corp's Unity position peaked at $1.12M in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.