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American Portfolios Advisors’s UWM Holdings UWMC Stock Holding History

American Portfolios 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
Q1 		– Sell
-136
Closed -$805 – 3659
2021
Q4 		$805 Hold
136
– – ﹤0.01% 3355
2021
Q3 		$945 Hold
136
– – ﹤0.01% 3310
2021
Q2 		$1.15K Hold
136
– – ﹤0.01% 3236
2021
Q1 		$1.08K Buy
+136
New +$1.32K ﹤0.01% 3125

Other funds holding UWMC

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

American Portfolios Advisors's UWMC Position: Q1 2022 in Review

American Portfolios Advisors sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 136 shares — an estimated $805 sold.

American Portfolios Advisors first reported a position in UWMC in Q1 2021 and held it in 4 quarters. The position peaked at $1.15K in Q2 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • American Portfolios Advisors reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 136 UWM Holdings shares in Q1 2022, an estimated $805.
  • American Portfolios Advisors first reported a position in UWM Holdings in Q1 2021 and held it in 4 quarters.
  • American Portfolios Advisors's UWM Holdings position peaked at $1.15K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.