Tyler-Stone Wealth Management’s Unity U Stock Holding History

Tyler-Stone Wealth Management’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	-1,100	Closed	-$17.9K	–	894
2024 Q2	$17.9K	Sell	1,100 -1,860	-63%	-$39.8K	0.01%	542
2024 Q1	$79K	Sell	2,960 -280	-9%	-$8.8K	0.04%	305
2023 Q4	$132K	Sell	3,240 -800	-20%	-$24.7K	0.07%	225
2023 Q3	$127K	Hold	4,040	–	–	0.07%	213
2023 Q2	$175K	Buy	+4,040	New	+$129K	0.1%	178
2022 Q4	$108K	Hold	3,790	–	–	0.07%	225
2022 Q3	$121K	Buy	3,790 +600	+19%	+$24.7K	0.09%	190
2022 Q2	$117K	Buy	3,190 +920	+41%	+$52.2K	0.08%	215
2022 Q1	$225K	Buy	+2,270	New	+$235K	0.12%	154

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

Tyler-Stone Wealth Management's U Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Unity (U) in Q3 2024, closing a stake of 1,100 shares — an estimated $17.9K sold.

Tyler-Stone Wealth Management first reported a position in U in Q1 2022 and held it in 9 quarters. The position peaked at $225K in Q1 2022. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,100 Unity shares in Q3 2024, an estimated $17.9K.
Tyler-Stone Wealth Management first reported a position in Unity in Q1 2022 and held it in 9 quarters.
Tyler-Stone Wealth Management's Unity position peaked at $225K in Q1 2022.
398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.