Patriot Financial Group Insurance Agency’s Uniti Group UNIT Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q3	–	Sell	-54	Closed	-$1K	–	2245
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	2029
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	1932
2020 Q4	$1K	Hold	54	–	–	﹤0.01%	1811
2020 Q3	$1K	Sell	54 -3	-5%	-$29	﹤0.01%	1618
2020 Q2	$1K	Buy	+57	New	+$428	﹤0.01%	1595
2018 Q4	–	Sell	-23	Closed	-$432	–	1111
2018 Q3	$1K	Buy	+23	New	+$455	﹤0.01%	950
2018 Q2	–	Sell	-63	Closed	-$1K	–	908
2018 Q1	$1K	Buy	63 +1	+2%	+$16	﹤0.01%	936
2017 Q4	$1K	Sell	62 -398	-87%	-$6.56K	﹤0.01%	924
2017 Q3	$7K	Sell	460 -92	-17%	-$1.94K	0.01%	642
2017 Q2	$13K	Sell	552 -57	-9%	-$1.48K	0.01%	483
2017 Q1	$16K	Hold	609	–	–	0.02%	413
2016 Q4	$16K	Buy	+609	New	+$16.4K	0.02%	393

Other funds holding UNIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UNIT Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Uniti Group (UNIT) in Q3 2021, closing a stake of 54 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in UNIT in Q4 2016 and held it in 12 quarters. The position peaked at $16K in Q1 2017. 261 funds tracked by Wall St. Rank hold UNIT as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining Uniti Group position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 54 Uniti Group shares in Q3 2021, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Uniti Group in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Uniti Group position peaked at $16K in Q1 2017.
261 funds tracked by Wall St. Rank held Uniti Group as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.