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Avantax Advisory Services’s United Microelectronic UMC Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-11,488
Closed -$96.7K – 2267
2024
Q3 		$96.7K Buy
+11,488
New +$96.1K ﹤0.01% 2074

Other funds holding UMC

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's UMC Position: Q4 2024 in Review

Avantax Advisory Services sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 11,488 shares — an estimated $96.7K sold.

Avantax Advisory Services first reported a position in UMC in Q3 2024 and held it in 1 quarter. The position peaked at $96.7K in Q3 2024. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Avantax Advisory Services reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,488 United Microelectronic shares in Q4 2024, an estimated $96.7K.
  • Avantax Advisory Services first reported a position in United Microelectronic in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's United Microelectronic position peaked at $96.7K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.