ABWM
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Alpine Bank Wealth Management’s UWM Holdings UWMC Stock Holding History

Alpine Bank Wealth Management’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
2024
Q3 		$45.6K Buy
+5,358
New +$45.2K 0.01% 265

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpine Bank Wealth Management's UWMC Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in UWM Holdings (UWMC) in Q3 2024: 5,358 shares worth $45.6K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Alpine Bank Wealth Management held 5,358 shares of UWM Holdings worth $45.6K as of Q3 2024.
  • UWM Holdings was a new Alpine Bank Wealth Management position in Q3 2024.
  • UWM Holdings made up 0.01% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #265 holding.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.