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Authentikos Wealth Advisory’s UWM Holdings UWMC Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-50
Closed -$243 – 567
2023
Q3 		$243 Buy
+50
New +$288 ﹤0.01% 612

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Authentikos Wealth Advisory's UWMC Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of UWM Holdings (UWMC) in Q4 2023, closing a stake of 50 shares — an estimated $243 sold.

Authentikos Wealth Advisory first reported a position in UWMC in Q3 2023 and held it in 1 quarter. The position peaked at $243 in Q3 2023. 183 funds tracked by Wall St. Rank hold UWMC as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining UWM Holdings position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 50 UWM Holdings shares in Q4 2023, an estimated $243.
  • Authentikos Wealth Advisory first reported a position in UWM Holdings in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's UWM Holdings position peaked at $243 in Q3 2023.
  • 183 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.