DWS
UNIT

Dynamic Wealth Strategies’s Uniti Group UNIT Stock Holding History

Dynamic Wealth Strategies’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
Q4 		– Sell
-9,388
Closed -$53K – 212
2024
Q3 		$53K Buy
9,388
+4,030
+75% +$17.2K 0.04% 126
2024
Q2 		$16K Buy
5,358
+2,311
+76% +$9.68K 0.01% 171
2024
Q1 		$18K Sell
3,047
-967
-24% -$5.53K 0.02% 169
2023
Q4 		$23.2K Buy
+4,014
New +$20.4K 0.02% 152

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Dynamic Wealth Strategies's UNIT Position: Q4 2024 in Review

Dynamic Wealth Strategies sold out of Uniti Group (UNIT) in Q4 2024, closing a stake of 9,388 shares — an estimated $53K sold.

Dynamic Wealth Strategies first reported a position in UNIT in Q4 2023 and held it in 4 quarters. The position peaked at $53K in Q3 2024. 323 funds tracked by Wall St. Rank hold UNIT as of Q4 2024.

  • Dynamic Wealth Strategies reported no remaining Uniti Group position as of Q4 2024 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 9,388 Uniti Group shares in Q4 2024, an estimated $53K.
  • Dynamic Wealth Strategies first reported a position in Uniti Group in Q4 2023 and held it in 4 quarters.
  • Dynamic Wealth Strategies's Uniti Group position peaked at $53K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Uniti Group as of Q4 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.