Teamwork Financial Advisors’s Unity U Stock Holding History

Teamwork Financial 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
2022 Q2	–	Sell	-6,687	Closed	-$663K	–	252
2022 Q1	$663K	Sell	6,687 -7,809	-54%	-$809K	0.12%	141
2021 Q4	$2.07M	Sell	14,496 -285	-2%	-$43.6K	0.38%	49
2021 Q3	$1.87M	Sell	14,781 -4,228	-22%	-$501K	0.37%	51
2021 Q2	$2.09M	Buy	+19,009	New	+$1.87M	0.43%	41

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 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

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

Teamwork Financial Advisors's U Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Unity (U) in Q2 2022, closing a stake of 6,687 shares — an estimated $663K sold.

Teamwork Financial Advisors first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $2.09M in Q2 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Teamwork Financial Advisors reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 6,687 Unity shares in Q2 2022, an estimated $663K.
Teamwork Financial Advisors first reported a position in Unity in Q2 2021 and held it in 4 quarters.
Teamwork Financial Advisors's Unity position peaked at $2.09M in Q2 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.