WWP
UNIT

WR Wealth Planners’s Uniti Group UNIT Stock Holding History

WR Wealth Planners’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
-502
Closed -$2.96K – 1218
2024
Q1 		$2.96K Buy
+502
New +$2.87K ﹤0.01% 811
2023
Q4 		– Sell
-490
Closed -$2.31K – 818
2023
Q3 		$2.31K Buy
490
+15
+3% +$77 ﹤0.01% 761
2023
Q2 		$2.19K Buy
475
+34
+8% +$128 ﹤0.01% 763
2023
Q1 		$1.56K Hold
441
– – ﹤0.01% 798
2022
Q4 		$2.44K Buy
441
+12
+3% +$82 ﹤0.01% 385
2022
Q3 		$2.98K Buy
429
+15
+4% +$139 ﹤0.01% 364
2022
Q2 		$3.9K Buy
414
+5
+1% +$58 ﹤0.01% 366
2022
Q1 		$5.63K Buy
+409
New +$5.18K ﹤0.01% 349

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

WR Wealth Planners's UNIT Position: Q2 2024 in Review

WR Wealth Planners sold out of Uniti Group (UNIT) in Q2 2024, closing a stake of 502 shares — an estimated $2.96K sold.

WR Wealth Planners first reported a position in UNIT in Q1 2022 and held it in 8 quarters. The position peaked at $5.63K in Q1 2022. 309 funds tracked by Wall St. Rank hold UNIT as of Q2 2024.

  • WR Wealth Planners reported no remaining Uniti Group position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 502 Uniti Group shares in Q2 2024, an estimated $2.96K.
  • WR Wealth Planners first reported a position in Uniti Group in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Uniti Group position peaked at $5.63K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Uniti Group as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.