TWM
UNIT

Tradition Wealth Management’s Uniti Group UNIT Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-67
Closed -$1K – 1035
2020
Q4 		$1K Buy
+67
New +$698 ﹤0.01% 1017

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Tradition Wealth Management's UNIT Position: Q1 2021 in Review

Tradition Wealth Management sold out of Uniti Group (UNIT) in Q1 2021, closing a stake of 67 shares — an estimated $1K sold.

Tradition Wealth Management first reported a position in UNIT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 283 funds tracked by Wall St. Rank hold UNIT as of Q1 2021.

  • Tradition Wealth Management reported no remaining Uniti Group position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 67 Uniti Group shares in Q1 2021, an estimated $1K.
  • Tradition Wealth Management first reported a position in Uniti Group in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Uniti Group position peaked at $1K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Uniti Group as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.