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Advocacy Wealth Management Services’s UnitedHealth UNH Stock Holding History

Advocacy Wealth Management Services’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58
Closed -$31K – 127
2022
Q3 		$31K Hold
58
– – ﹤0.01% 60
2022
Q2 		$30K Hold
58
– – ﹤0.01% 68
2022
Q1 		$30K Buy
58
+25
+76% +$12.1K 0.01% 76
2021
Q4 		$17K Buy
+33
New +$14.9K ﹤0.01% 105

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's UNH Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 58 shares — an estimated $31K sold.

Advocacy Wealth Management Services first reported a position in UNH in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q3 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 58 UnitedHealth shares in Q4 2022, an estimated $31K.
  • Advocacy Wealth Management Services first reported a position in UnitedHealth in Q4 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's UnitedHealth position peaked at $31K in Q3 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.