BWL
UNIT

Bogart Wealth LLC’s Uniti Group UNIT Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$469 Hold
50
– – ﹤0.01% 1612
2025
Q4 		$351 Hold
50
– – ﹤0.01% 1510
2025
Q3 		$306 Sell
50
-36
-42% -$215 ﹤0.01% 1469
2025
Q2 		$372 Hold
86
– – ﹤0.01% 1381
2025
Q1 		$433 Hold
86
– – ﹤0.01% 1321
2024
Q4 		$473 Hold
86
– – ﹤0.01% 1280
2024
Q3 		$485 Hold
86
– – ﹤0.01% 1074
2024
Q2 		$251 Buy
86
+43
+100% +$180 ﹤0.01% 1081
2024
Q1 		$254 Hold
43
– – ﹤0.01% 1037
2023
Q4 		$249 Hold
43
– – ﹤0.01% 1028
2023
Q3 		$203 Hold
43
– – ﹤0.01% 1042
2023
Q2 		$199 Hold
43
– – ﹤0.01% 1022
2023
Q1 		$153 Hold
43
– – ﹤0.01% 1084
2022
Q4 		$238 Buy
+43
New +$295 ﹤0.01% 958

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return