WFA
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Wipfli Financial Advisors’s Unity U Stock Holding History

Wipfli Financial 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
2022
Q3 		$17K Buy
+546
New +$22.5K ﹤0.01% 1639

Other funds holding U

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's U Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Unity (U) in Q3 2022: 546 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings.

473 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Wipfli Financial Advisors held 546 shares of Unity worth $17K as of Q3 2022.
  • Unity was a new Wipfli Financial Advisors position in Q3 2022.
  • Unity made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1639 holding.
  • 473 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.