Stratos Wealth Advisors’s Unity U Stock Holding History

Stratos 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	-18,500	Closed	-$418K	–	772
2024 Q3	$418K	Buy	+18,500	New	+$319K	0.02%	538

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

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

Stratos Wealth Advisors sold out of Unity (U) in Q4 2024, closing a stake of 18,500 shares — an estimated $418K sold.

Stratos Wealth Advisors first reported a position in U in Q3 2024 and held it in 1 quarter. The position peaked at $418K in Q3 2024. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

Stratos Wealth Advisors reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 18,500 Unity shares in Q4 2024, an estimated $418K.
Stratos Wealth Advisors first reported a position in Unity in Q3 2024 and held it in 1 quarter.
Stratos Wealth Advisors's Unity position peaked at $418K in Q3 2024.
410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.