WAP
UNIT

Wealthcare Advisory Partners’s Uniti Group UNIT Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-480
Closed -$5K – 1786
2021
Q1 		$5K Buy
+480
New +$5.79K ﹤0.01% 1668
2020
Q2 		– Sell
-816
Closed -$5K – 1287
2020
Q1 		$5K Buy
+816
New +$6.4K ﹤0.01% 1125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Advisory Partners's UNIT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Uniti Group (UNIT) in Q2 2021, closing a stake of 480 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in UNIT in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 267 funds tracked by Wall St. Rank hold UNIT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Uniti Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 480 Uniti Group shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Uniti Group in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Uniti Group position peaked at $5K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Uniti Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.