Triad Wealth Partners’s Unity U Stock Holding History

Triad Wealth Partners’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	-44	Closed	-$715	–	845
2024 Q2	$715	Buy	+44	New	+$941	﹤0.01%	905

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triad Wealth Partners's U Position: Q3 2024 in Review

Triad Wealth Partners sold out of Unity (U) in Q3 2024, closing a stake of 44 shares — an estimated $715 sold.

Triad Wealth Partners first reported a position in U in Q2 2024 and held it in 1 quarter. The position peaked at $715 in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

Triad Wealth Partners reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 44 Unity shares in Q3 2024, an estimated $715.
Triad Wealth Partners first reported a position in Unity in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Unity position peaked at $715 in Q2 2024.
398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.