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Advisor Resource Council’s United Therapeutics UTHR Stock Holding History

Advisor Resource Council’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,527
Closed -$798K – 266
2023
Q1 		$798K Buy
3,527
+2,234
+173% +$551K 0.2% 133
2022
Q4 		$360K Sell
1,293
-258
-17% -$65.1K 0.17% 107
2022
Q3 		$325K Buy
+1,551
New +$347K 0.22% 107
2021
Q4 		– Sell
-2,222
Closed -$410K – 587
2021
Q3 		$410K Buy
+2,222
New +$438K 0.12% 156

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Advisor Resource Council's UTHR Position: Q2 2023 in Review

Advisor Resource Council sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 3,527 shares — an estimated $798K sold.

Advisor Resource Council first reported a position in UTHR in Q3 2021 and held it in 4 quarters. The position peaked at $798K in Q1 2023. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

  • Advisor Resource Council reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Advisor Resource Council sold 3,527 United Therapeutics shares in Q2 2023, an estimated $798K.
  • Advisor Resource Council first reported a position in United Therapeutics in Q3 2021 and held it in 4 quarters.
  • Advisor Resource Council's United Therapeutics position peaked at $798K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.