VAG
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VisionPoint Advisory Group’s Unity U Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-46
Closed -$1.23K – 880
2024
Q1 		$1.23K Buy
46
+4
+10% +$126 ﹤0.01% 714
2023
Q4 		$1.72K Sell
42
-24
-36% -$740 ﹤0.01% 645
2023
Q3 		$2.07K Buy
+66
New +$2.54K ﹤0.01% 586

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

VisionPoint Advisory Group's U Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Unity (U) in Q2 2024, closing a stake of 46 shares — an estimated $1.23K sold.

VisionPoint Advisory Group first reported a position in U in Q3 2023 and held it in 3 quarters. The position peaked at $2.07K in Q3 2023. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 46 Unity shares in Q2 2024, an estimated $1.23K.
  • VisionPoint Advisory Group first reported a position in Unity in Q3 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Unity position peaked at $2.07K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.