AWS
UNIT

Atria Wealth Solutions’s Uniti Group UNIT Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-12,020
Closed -$69.5K – 2066
2023
Q4 		$69.5K Sell
12,020
-14,248
-54% -$72.2K ﹤0.01% 1868
2023
Q3 		$124K Buy
26,268
+20
+0.1% +$102 ﹤0.01% 1764
2023
Q2 		$121K Buy
26,248
+10,000
+62% +$37.6K ﹤0.01% 1769
2023
Q1 		$60.1K Buy
16,248
+111
+0.7% +$589 ﹤0.01% 1794
2022
Q4 		$89.2K Buy
+16,137
New +$111K ﹤0.01% 1707

Other funds holding UNIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return

Atria Wealth Solutions's UNIT Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 12,020 shares — an estimated $69.5K sold.

Atria Wealth Solutions first reported a position in UNIT in Q4 2022 and held it in 5 quarters. The position peaked at $124K in Q3 2023. 334 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,020 Uniti Group shares in Q1 2024, an estimated $69.5K.
  • Atria Wealth Solutions first reported a position in Uniti Group in Q4 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Uniti Group position peaked at $124K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.