WE
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Wealth Effects’s Unity U Stock Holding History

Wealth Effects’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
Q4 		– Sell
-8,245
Closed -$263K – 208
2022
Q3 		$263K Sell
8,245
-1,215
-13% -$50K 0.16% 130
2022
Q2 		$348K Buy
9,460
+1,590
+20% +$90.3K 0.21% 106
2022
Q1 		$781K Buy
7,870
+2,105
+37% +$218K 0.36% 63
2021
Q4 		$824K Buy
+5,765
New +$881K 0.34% 63

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
VVVM4
Viola Ventures VC Management 4 Herzliya, Israel $34.8M AUM 55.16% 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

Wealth Effects's U Position: Q4 2022 in Review

Wealth Effects sold out of Unity (U) in Q4 2022, closing a stake of 8,245 shares — an estimated $263K sold.

Wealth Effects first reported a position in U in Q4 2021 and held it in 4 quarters. The position peaked at $824K in Q4 2021. 460 funds tracked by Wall St. Rank hold U as of Q4 2022.

  • Wealth Effects reported no remaining Unity position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 8,245 Unity shares in Q4 2022, an estimated $263K.
  • Wealth Effects first reported a position in Unity in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's Unity position peaked at $824K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Unity as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.