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Vantage Financial Partners (Wisconsin)’s Unity U Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q1 		– Sell
-5,100
Closed -$209K – 149
2023
Q4 		$209K Buy
+5,100
New +$157K 0.06% 122

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Vantage Financial Partners (Wisconsin)'s U Position: Q1 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Unity (U) in Q1 2024, closing a stake of 5,100 shares — an estimated $209K sold.

Vantage Financial Partners (Wisconsin) first reported a position in U in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 472 funds tracked by Wall St. Rank hold U as of Q1 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Unity position as of Q1 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 5,100 Unity shares in Q1 2024, an estimated $209K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Unity in Q4 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Unity position peaked at $209K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held Unity as of Q1 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2024, filed 2 May 2024.