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Ashton Thomas Private Wealth’s UWM Holdings UWMC Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-190
Closed -$1.32K – 1780
2024
Q2 		$1.32K Buy
+190
New +$1.31K ﹤0.01% 1808

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

Ashton Thomas Private Wealth's UWMC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 190 shares — an estimated $1.32K sold.

Ashton Thomas Private Wealth first reported a position in UWMC in Q2 2024 and held it in 1 quarter. The position peaked at $1.32K in Q2 2024. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 190 UWM Holdings shares in Q3 2024, an estimated $1.32K.
  • Ashton Thomas Private Wealth first reported a position in UWM Holdings in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's UWM Holdings position peaked at $1.32K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.