BPA
UNIT

Beacon Pointe Advisors’s Uniti Group UNIT Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-10,065
Closed -$59.4K – 1389
2024
Q1 		$59.4K Buy
+10,065
New +$57.5K ﹤0.01% 1324
2023
Q4 		– Sell
-10,058
Closed -$47.5K – 1399
2023
Q3 		$47.5K Buy
+10,058
New +$51.5K ﹤0.01% 1308

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Beacon Pointe Advisors's UNIT Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 10,065 shares — an estimated $59.4K sold.

Beacon Pointe Advisors first reported a position in UNIT in Q3 2023 and held it in 2 quarters. The position peaked at $59.4K in Q1 2024. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,065 Uniti Group shares in Q2 2024, an estimated $59.4K.
  • Beacon Pointe Advisors first reported a position in Uniti Group in Q3 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's Uniti Group position peaked at $59.4K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.