WP
UNIT

WealthPLAN Partners’s Uniti Group UNIT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-814
Closed -$3.76K – 1116
2023
Q2 		$3.76K Buy
814
+381
+88% +$1.43K ﹤0.01% 960
2023
Q1 		$1.54K Buy
+433
New +$2.3K ﹤0.01% 1164
2016
Q3 		$14K Hold
468
– – ﹤0.01% 546
2016
Q2 		$11.9K Buy
+468
New +$11.6K ﹤0.01% 1665
2015
Q4 		$7.72K Buy
+413
New +$7.96K ﹤0.01% 1226

Other funds holding UNIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

WealthPLAN Partners's UNIT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Uniti Group (UNIT) in Q3 2023, closing a stake of 814 shares — an estimated $3.76K sold.

WealthPLAN Partners first reported a position in UNIT in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 309 funds tracked by Wall St. Rank hold UNIT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Uniti Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 814 Uniti Group shares in Q3 2023, an estimated $3.76K.
  • WealthPLAN Partners first reported a position in Uniti Group in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Uniti Group position peaked at $14K in Q3 2016.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.