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Arete Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Arete Wealth Advisors’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
2024
Q3 		– Sell
-708
Closed -$226K – 829
2024
Q2 		$226K Buy
+708
New +$187K 0.02% 624

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arete Wealth Advisors's UTHR Position: Q3 2024 in Review

Arete Wealth Advisors sold out of United Therapeutics (UTHR) in Q3 2024, closing a stake of 708 shares — an estimated $226K sold.

Arete Wealth Advisors first reported a position in UTHR in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 624 funds tracked by Wall St. Rank hold UTHR as of Q3 2024.

  • Arete Wealth Advisors reported no remaining United Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 708 United Therapeutics shares in Q3 2024, an estimated $226K.
  • Arete Wealth Advisors first reported a position in United Therapeutics in Q2 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's United Therapeutics position peaked at $226K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.