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Avantax Planning Partners’s United Therapeutics UTHR Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-29
Closed -$3K – 1422
2018
Q1 		$3K Buy
+29
New +$3.68K ﹤0.01% 1542

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's UTHR Position: Q2 2018 in Review

Avantax Planning Partners sold out of United Therapeutics (UTHR) in Q2 2018, closing a stake of 29 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in UTHR in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 374 funds tracked by Wall St. Rank hold UTHR as of Q2 2018.

  • Avantax Planning Partners reported no remaining United Therapeutics position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 29 United Therapeutics shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in United Therapeutics in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's United Therapeutics position peaked at $3K in Q1 2018.
  • 374 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.