BFP
UNIT

Briaud Financial Planning’s Uniti Group UNIT Stock Holding History

Briaud Financial Planning’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
-210
Closed -$2K – 145
2024
Q1 		$2K Buy
+210
New +$1.2K ﹤0.01% 118
2023
Q4 		– Sell
-210
Closed – – 153
2023
Q3 		$0 Buy
+210
New +$1.08K ﹤0.01% 174

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

Briaud Financial Planning's UNIT Position: Q2 2024 in Review

Briaud Financial Planning sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 210 shares — an estimated $2K sold.

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

  • Briaud Financial Planning reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 210 Uniti Group shares in Q2 2024, an estimated $2K.
  • Briaud Financial Planning first reported a position in Uniti Group in Q3 2023 and held it in 2 quarters.
  • Briaud Financial Planning's Uniti Group position peaked at $2K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on Briaud Financial Planning's 13F filing for Q2 2024, filed 26 Jul 2024.