TCI Wealth Advisors’s Unity U Stock Holding History

TCI 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 Q2	–	Sell	-91	Closed	-$2.95K	–	2102
2023 Q1	$2.95K	Sell	91 -90	-50%	-$2.9K	﹤0.01%	1862
2022 Q4	$5.17K	Sell	181 -311	-63%	-$9.74K	﹤0.01%	1501
2022 Q3	$16K	Buy	492 +351	+249%	+$14.4K	﹤0.01%	782
2022 Q2	$5K	Buy	141 +35	+33%	+$1.99K	﹤0.01%	1545
2022 Q1	$11K	Buy	106 +47	+80%	+$4.87K	﹤0.01%	1065
2021 Q4	$8K	Buy	59 +15	+34%	+$2.29K	﹤0.01%	1375
2021 Q3	$6K	Buy	+44	New	+$5.21K	﹤0.01%	1521

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 $154B AUM 29.96% 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

TCI Wealth Advisors's U Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Unity (U) in Q2 2023, closing a stake of 91 shares — an estimated $2.95K sold.

TCI Wealth Advisors first reported a position in U in Q3 2021 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

TCI Wealth Advisors reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 91 Unity shares in Q2 2023, an estimated $2.95K.
TCI Wealth Advisors first reported a position in Unity in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's Unity position peaked at $16K in Q3 2022.
501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.