TrinityPoint Wealth’s Uniti Group UNIT Stock Holding History

TrinityPoint Wealth’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	-12,011	Closed	-$70.9K	–	329
2024 Q1	$70.9K	Hold	12,011	–	–	0.01%	305
2023 Q4	$69.4K	Sell	12,011 -1,187	-9%	-$6.02K	0.01%	293
2023 Q3	$62.3K	Buy	+13,198	New	+$67.6K	0.01%	284
2021 Q4	–	Sell	-12,285	Closed	-$152K	–	319
2021 Q3	$152K	Sell	12,285 -1,985	-14%	-$24.2K	0.03%	300
2021 Q2	$151K	Buy	+14,270	New	+$155K	0.03%	260

Other funds holding UNIT

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TrinityPoint Wealth's UNIT Position: Q2 2024 in Review

TrinityPoint Wealth sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 12,011 shares — an estimated $70.9K sold.

TrinityPoint Wealth first reported a position in UNIT in Q2 2021 and held it in 5 quarters. The position peaked at $152K in Q3 2021. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

TrinityPoint Wealth reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
TrinityPoint Wealth sold 12,011 Uniti Group shares in Q2 2024, an estimated $70.9K.
TrinityPoint Wealth first reported a position in Uniti Group in Q2 2021 and held it in 5 quarters.
TrinityPoint Wealth's Uniti Group position peaked at $152K in Q3 2021.
309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.