Washington Trust Advisors’s Unity U Stock Holding History

Washington Trust 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
2023 Q4	–	Sell	-63	Closed	-$1.98K	–	698
2023 Q3	$1.98K	Hold	63	–	–	﹤0.01%	644
2023 Q2	$2.74K	Sell	63 -273	-81%	-$8.74K	﹤0.01%	612
2023 Q1	$10.9K	Buy	336 +6	+2%	+$193	﹤0.01%	487
2022 Q4	$9.44K	Sell	330 -40	-11%	-$1.25K	﹤0.01%	506
2022 Q3	$12K	Sell	370 -2	-0.5%	-$82	﹤0.01%	577
2022 Q2	$14K	Hold	372	–	–	﹤0.01%	586
2022 Q1	$37K	Buy	+372	New	+$38.5K	﹤0.01%	490

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Washington Trust Advisors's U Position: Q4 2023 in Review

Washington Trust Advisors sold out of Unity (U) in Q4 2023, closing a stake of 63 shares — an estimated $1.98K sold.

Washington Trust Advisors first reported a position in U in Q1 2022 and held it in 7 quarters. The position peaked at $37K in Q1 2022. 529 funds tracked by Wall St. Rank hold U as of Q4 2023.

Washington Trust Advisors reported no remaining Unity position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 63 Unity shares in Q4 2023, an estimated $1.98K.
Washington Trust Advisors first reported a position in Unity in Q1 2022 and held it in 7 quarters.
Washington Trust Advisors's Unity position peaked at $37K in Q1 2022.
529 funds tracked by Wall St. Rank held Unity as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.