V Wealth Advisors’s Unity U Stock Holding History

V 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
2022 Q3	–	Sell	-5,819	Closed	-$214K	–	414
2022 Q2	$214K	Buy	5,819 +499	+9%	+$28.3K	0.04%	378
2022 Q1	$528K	Hold	5,320	–	–	0.08%	236
2021 Q4	$761K	Sell	5,320 -1,940	-27%	-$296K	0.11%	182
2021 Q3	$917K	Hold	7,260	–	–	0.14%	160
2021 Q2	$797K	Buy	+7,260	New	+$713K	0.13%	185

Other funds holding U

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

SXM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

V Wealth Advisors's U Position: Q3 2022 in Review

V Wealth Advisors sold out of Unity (U) in Q3 2022, closing a stake of 5,819 shares — an estimated $214K sold.

V Wealth Advisors first reported a position in U in Q2 2021 and held it in 5 quarters. The position peaked at $917K in Q3 2021. 473 funds tracked by Wall St. Rank hold U as of Q3 2022.

V Wealth Advisors reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 5,819 Unity shares in Q3 2022, an estimated $214K.
V Wealth Advisors first reported a position in Unity in Q2 2021 and held it in 5 quarters.
V Wealth Advisors's Unity position peaked at $917K in Q3 2021.
473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.