VERITY Wealth Advisors’s Unity U Stock Holding History

VERITY 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 Q1	–	Sell	-1,760	Closed	-$252K	–	66
2021 Q4	$252K	Buy	+1,760	New	+$269K	0.21%	58

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

VERITY Wealth Advisors's U Position: Q1 2022 in Review

VERITY Wealth Advisors sold out of Unity (U) in Q1 2022, closing a stake of 1,760 shares — an estimated $252K sold.

VERITY Wealth Advisors first reported a position in U in Q4 2021 and held it in 1 quarter. The position peaked at $252K in Q4 2021. 580 funds tracked by Wall St. Rank hold U as of Q1 2022.

VERITY Wealth Advisors reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
VERITY Wealth Advisors sold 1,760 Unity shares in Q1 2022, an estimated $252K.
VERITY Wealth Advisors first reported a position in Unity in Q4 2021 and held it in 1 quarter.
VERITY Wealth Advisors's Unity position peaked at $252K in Q4 2021.
580 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on VERITY Wealth Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.