Aaron Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Aaron Wealth Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,191	Closed	-$263K	–	816
2022 Q1	$263K	Buy	+1,191	New	+$5.75K	﹤0.01%	709

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

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

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aaron Wealth Advisors's UWMC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of UWM Holdings (UWMC) in Q2 2022, closing a stake of 1,191 shares — an estimated $263K sold.

Aaron Wealth Advisors first reported a position in UWMC in Q1 2022 and held it in 1 quarter. The position peaked at $263K in Q1 2022. 145 funds tracked by Wall St. Rank hold UWMC as of Q2 2022.

Aaron Wealth Advisors reported no remaining UWM Holdings position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 1,191 UWM Holdings shares in Q2 2022, an estimated $263K.
Aaron Wealth Advisors first reported a position in UWM Holdings in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's UWM Holdings position peaked at $263K in Q1 2022.
145 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.