Sutton Wealth Advisors’s Unity U Stock Holding History

Sutton 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
2023 Q3	$1.1K	Hold	35	–	–	﹤0.01%	787
2023 Q2	$1.52K	Hold	35	–	–	﹤0.01%	736
2023 Q1	$1.14K	Sell	35 -625	-95%	-$20.1K	﹤0.01%	715
2022 Q4	$18.9K	Buy	660 +637	+2,770%	+$20K	0.01%	717
2022 Q3	$733	Hold	23	–	–	﹤0.01%	1383
2022 Q2	$847	Buy	23 +12	+109%	+$681	﹤0.01%	1330
2022 Q1	$1.09K	Buy	11 +3	+38%	+$311	﹤0.01%	1324
2021 Q4	$1.14K	Buy	+8	New	+$1.22K	﹤0.01%	1301

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

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

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

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

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's U Position: Q3 2023 in Review

Sutton Wealth Advisors held its Unity (U) position steady in Q3 2023 at 35 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Sutton Wealth Advisors first reported a position in U in Q4 2021 and has held it in 8 quarters since. The position peaked at $18.9K in Q4 2022. 500 funds tracked by Wall St. Rank hold U as of Q3 2023.

Sutton Wealth Advisors held 35 shares of Unity worth $1.1K as of Q3 2023.
Sutton Wealth Advisors left its Unity share count unchanged in Q3 2023.
Unity made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #787 holding.
Sutton Wealth Advisors first reported a position in Unity in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Unity position peaked at $18.9K in Q4 2022.
500 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.