AWA
UMC icon

Arkadios Wealth Advisors’s United Microelectronic UMC Stock Holding History

Arkadios Wealth Advisors’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,891
Closed -$21K – 1712
2021
Q3 		$21K Buy
+1,891
New +$20.3K ﹤0.01% 1200
2021
Q1 		– Sell
-3,139
Closed -$26K – 1752
2020
Q4 		$26K Buy
+3,139
New +$20.5K 0.01% 693

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Arkadios Wealth Advisors's UMC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of United Microelectronic (UMC) in Q4 2021, closing a stake of 1,891 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in UMC in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q4 2020. 263 funds tracked by Wall St. Rank hold UMC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining United Microelectronic position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,891 United Microelectronic shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in United Microelectronic in Q4 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's United Microelectronic position peaked at $26K in Q4 2020.
  • 263 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.