WR Wealth Planners’s Unity U Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-1,000	Closed	-$32.4K	–	980
2023 Q1	$32.4K	Buy	+1,000	New	+$32.2K	0.01%	378

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

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

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 Oslo, Norway $935B AUM

WR Wealth Planners's U Position: Q2 2023 in Review

WR Wealth Planners sold out of Unity (U) in Q2 2023, closing a stake of 1,000 shares — an estimated $32.4K sold.

WR Wealth Planners first reported a position in U in Q1 2023 and held it in 1 quarter. The position peaked at $32.4K in Q1 2023. 501 funds tracked by Wall St. Rank hold U as of Q2 2023.

WR Wealth Planners reported no remaining Unity position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 1,000 Unity shares in Q2 2023, an estimated $32.4K.
WR Wealth Planners first reported a position in Unity in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Unity position peaked at $32.4K in Q1 2023.
501 funds tracked by Wall St. Rank held Unity as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.