WIA
U icon

Wetzel Investment Advisors’s Unity U Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-12
Closed -$320 – 835
2024
Q2 		$320 Hold
12
– – ﹤0.01% 901
2024
Q1 		$281 Hold
12
– – ﹤0.01% 1007
2023
Q4 		$0 Buy
+12
New +$370 ﹤0.01% 1049

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wetzel Investment Advisors's U Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Unity (U) in Q3 2024, closing a stake of 12 shares — an estimated $320 sold.

Wetzel Investment Advisors first reported a position in U in Q4 2023 and held it in 3 quarters. The position peaked at $320 in Q2 2024. 398 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Unity position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 12 Unity shares in Q3 2024, an estimated $320.
  • Wetzel Investment Advisors first reported a position in Unity in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Unity position peaked at $320 in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.