WealthPLAN Partners’s Unity U Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-15	Closed	-$651	–	1102
2023 Q2	$651	Hold	15	–	–	﹤0.01%	1164
2023 Q1	$487	Buy	+15	New	+$482	﹤0.01%	1252

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $417M AUM 60.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

SXM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's U Position: Q3 2023 in Review

WealthPLAN Partners sold out of Unity (U) in Q3 2023, closing a stake of 15 shares — an estimated $651 sold.

WealthPLAN Partners first reported a position in U in Q1 2023 and held it in 2 quarters. The position peaked at $651 in Q2 2023. 500 funds tracked by Wall St. Rank hold U as of Q3 2023.

WealthPLAN Partners reported no remaining Unity position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 15 Unity shares in Q3 2023, an estimated $651.
WealthPLAN Partners first reported a position in Unity in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Unity position peaked at $651 in Q2 2023.
500 funds tracked by Wall St. Rank held Unity as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.