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Wealth Management Associates’s Unity U Stock Holding History

Wealth Management Associates’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
2021
Q1 		– Sell
-2,073
Closed -$318K – 193
2020
Q4 		$318K Buy
+2,073
New +$252K 0.21% 119

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AIM
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DCP
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ACM
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Wealth Management Associates's U Position: Q1 2021 in Review

Wealth Management Associates sold out of Unity (U) in Q1 2021, closing a stake of 2,073 shares — an estimated $318K sold.

Wealth Management Associates first reported a position in U in Q4 2020 and held it in 1 quarter. The position peaked at $318K in Q4 2020. 352 funds tracked by Wall St. Rank hold U as of Q1 2021.

  • Wealth Management Associates reported no remaining Unity position as of Q1 2021 after selling out during the quarter.
  • Wealth Management Associates sold 2,073 Unity shares in Q1 2021, an estimated $318K.
  • Wealth Management Associates first reported a position in Unity in Q4 2020 and held it in 1 quarter.
  • Wealth Management Associates's Unity position peaked at $318K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Unity as of Q1 2021.

Based on Wealth Management Associates's 13F filing for Q1 2021, filed 28 May 2025.