SOA Wealth Advisors’s Unity U Stock Holding History

SOA Wealth 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 Q4	–	Sell	-66	Closed	-$1.49K	–	906
2024 Q3	$1.49K	Hold	66	–	–	﹤0.01%	694
2024 Q2	$1.07K	Hold	66	–	–	﹤0.01%	721
2024 Q1	$1.76K	Hold	66	–	–	﹤0.01%	721
2023 Q4	$2.7K	Hold	66	–	–	﹤0.01%	663
2023 Q3	$2.07K	Hold	66	–	–	﹤0.01%	713
2023 Q2	$2.87K	Hold	66	–	–	﹤0.01%	683
2023 Q1	$2.14K	Hold	66	–	–	﹤0.01%	719
2022 Q4	$1.89K	Sell	66 -16	-20%	-$501	﹤0.01%	744
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	730
2022 Q2	$3K	Hold	82	–	–	﹤0.01%	666
2022 Q1	$8K	Hold	82	–	–	﹤0.01%	629
2021 Q4	$11K	Hold	82	–	–	﹤0.01%	558
2021 Q3	$10K	Hold	82	–	–	﹤0.01%	597
2021 Q2	$9K	Hold	82	–	–	﹤0.01%	597
2021 Q1	$8K	Hold	82	–	–	﹤0.01%	557
2020 Q4	$10K	Buy	+82	New	+$9.97K	﹤0.01%	520

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

SOA Wealth Advisors's U Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Unity (U) in Q4 2024, closing a stake of 66 shares — an estimated $1.49K sold.

SOA Wealth Advisors first reported a position in U in Q4 2020 and held it in 16 quarters. The position peaked at $11K in Q4 2021. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

SOA Wealth Advisors reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 66 Unity shares in Q4 2024, an estimated $1.49K.
SOA Wealth Advisors first reported a position in Unity in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Unity position peaked at $11K in Q4 2021.
410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.