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Walkner Condon Financial Advisors’s Unity U Stock Holding History

Walkner Condon Financial 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
2024
Q2 		– Sell
-52,034
Closed -$1.39M – 273
2024
Q1 		$1.39M Buy
52,034
+93
+0.2% +$2.92K 0.29% 78
2023
Q4 		$2.12M Sell
51,941
-60
-0.1% -$1.85K 0.48% 56
2023
Q3 		$1.63M Buy
52,001
+128
+0.2% +$4.93K 0.43% 62
2023
Q2 		$2.25M Buy
51,873
+46
+0.1% +$1.47K 0.6% 41
2023
Q1 		$1.68M Buy
51,827
+36
+0.1% +$1.16K 0.47% 49
2022
Q4 		$1.48M Buy
51,791
+28
+0.1% +$877 0.44% 56
2022
Q3 		$1.65M Buy
51,763
+12
+0% +$494 0.53% 44
2022
Q2 		$1.91M Buy
51,751
+1,049
+2% +$59.6K 0.6% 39
2022
Q1 		$5.03M Buy
+50,702
New +$5.25M 1.43% 17

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

Walkner Condon Financial Advisors's U Position: Q2 2024 in Review

Walkner Condon Financial Advisors sold out of Unity (U) in Q2 2024, closing a stake of 52,034 shares — an estimated $1.39M sold.

Walkner Condon Financial Advisors first reported a position in U in Q1 2022 and held it in 9 quarters. The position peaked at $5.03M in Q1 2022. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Walkner Condon Financial Advisors reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 52,034 Unity shares in Q2 2024, an estimated $1.39M.
  • Walkner Condon Financial Advisors first reported a position in Unity in Q1 2022 and held it in 9 quarters.
  • Walkner Condon Financial Advisors's Unity position peaked at $5.03M in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.