TWP
UNIT

Triad Wealth Partners’s Uniti Group UNIT Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-400
Closed -$1.17K – 865
2024
Q2 		$1.17K Buy
+400
New +$1.68K ﹤0.01% 853

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

Triad Wealth Partners's UNIT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Uniti Group (UNIT) in Q3 2024, closing a stake of 400 shares — an estimated $1.17K sold.

Triad Wealth Partners first reported a position in UNIT in Q2 2024 and held it in 1 quarter. The position peaked at $1.17K in Q2 2024. 337 funds tracked by Wall St. Rank hold UNIT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Uniti Group position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 400 Uniti Group shares in Q3 2024, an estimated $1.17K.
  • Triad Wealth Partners first reported a position in Uniti Group in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Uniti Group position peaked at $1.17K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Uniti Group as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.