SWIG
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Strategic Wealth Investment Group’s Unity U Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-22,606
Closed -$357K – 145
2024
Q2 		$357K Buy
+22,606
New +$484K 0.05% 98

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group's U Position: Q3 2024 in Review

Strategic Wealth Investment Group sold out of Unity (U) in Q3 2024, closing a stake of 22,606 shares — an estimated $357K sold.

Strategic Wealth Investment Group first reported a position in U in Q2 2024 and held it in 1 quarter. The position peaked at $357K in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Strategic Wealth Investment Group reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 22,606 Unity shares in Q3 2024, an estimated $357K.
  • Strategic Wealth Investment Group first reported a position in Unity in Q2 2024 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Unity position peaked at $357K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2024, filed 24 Oct 2024.