AWM
UNIT

Affinity Wealth Management’s Uniti Group UNIT Stock Holding History

Affinity Wealth Management’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-23,496
Closed -$163K – 119
2022
Q3 		$163K Buy
23,496
+152
+0.7% +$1.41K 0.04% 95
2022
Q2 		$219K Hold
23,344
– – 0.05% 90
2022
Q1 		$319K Sell
23,344
-3,265
-12% -$41.3K 0.06% 79
2021
Q4 		$327K Buy
+26,609
New +$354K 0.07% 82
2021
Q3 		– Sell
-16,610
Closed -$188K – 125
2021
Q2 		$188K Buy
16,610
+490
+3% +$5.31K 0.04% 102
2021
Q1 		$172K Buy
16,120
+4,940
+44% +$59.6K 0.04% 99
2020
Q4 		$144K Buy
+11,180
New +$116K 0.03% 92

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Affinity Wealth Management's UNIT Position: Q4 2022 in Review

Affinity Wealth Management sold out of Uniti Group (UNIT) in Q4 2022, closing a stake of 23,496 shares — an estimated $163K sold.

Affinity Wealth Management first reported a position in UNIT in Q4 2020 and held it in 7 quarters. The position peaked at $327K in Q4 2021. 308 funds tracked by Wall St. Rank hold UNIT as of Q4 2022.

  • Affinity Wealth Management reported no remaining Uniti Group position as of Q4 2022 after selling out during the quarter.
  • Affinity Wealth Management sold 23,496 Uniti Group shares in Q4 2022, an estimated $163K.
  • Affinity Wealth Management first reported a position in Uniti Group in Q4 2020 and held it in 7 quarters.
  • Affinity Wealth Management's Uniti Group position peaked at $327K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Uniti Group as of Q4 2022.

Based on Affinity Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.