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Ahrens Investment Partners’s UWM Holdings UWMC Stock Holding History

Ahrens Investment Partners’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
2021
Q3 		– Sell
-13,100
Closed -$111K – 243
2021
Q2 		$111K Buy
+13,100
New +$110K 0.05% 229

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ahrens Investment Partners's UWMC Position: Q3 2021 in Review

Ahrens Investment Partners sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 13,100 shares — an estimated $111K sold.

Ahrens Investment Partners first reported a position in UWMC in Q2 2021 and held it in 1 quarter. The position peaked at $111K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Ahrens Investment Partners reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
  • Ahrens Investment Partners sold 13,100 UWM Holdings shares in Q3 2021, an estimated $111K.
  • Ahrens Investment Partners first reported a position in UWM Holdings in Q2 2021 and held it in 1 quarter.
  • Ahrens Investment Partners's UWM Holdings position peaked at $111K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Ahrens Investment Partners's 13F filing for Q3 2021, filed 28 Oct 2021.