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 $5.7T 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 $15.9B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return