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Wagner Wealth Management (South Carolina)’s Unity U Stock Holding History

Wagner Wealth Management (South Carolina)’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
-302
Closed -$43K – 624
2021
Q4 		$43K Buy
302
+15
+5% +$2.29K 0.03% 277
2021
Q3 		$43K Hold
287
– – 0.03% 262
2021
Q2 		$32K Sell
287
-27
-9% -$2.65K 0.02% 322
2021
Q1 		$31K Buy
+314
New +$38.7K 0.02% 296

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
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s U Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Unity (U) in Q1 2022, closing a stake of 302 shares — an estimated $43K sold.

Wagner Wealth Management (South Carolina) first reported a position in U in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 580 funds tracked by Wall St. Rank hold U as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 302 Unity shares in Q1 2022, an estimated $43K.
  • Wagner Wealth Management (South Carolina) first reported a position in Unity in Q1 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s Unity position peaked at $43K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.