Balboa Wealth Partners’s UWM Holdings UWMC Stock Holding History

Balboa Wealth Partners’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 Q3	–	Sell	-19,167	Closed	-$107K	–	327
2023 Q2	$107K	Buy	+19,167	New	+$103K	0.04%	237

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balboa Wealth Partners's UWMC Position: Q3 2023 in Review

Balboa Wealth Partners sold out of UWM Holdings (UWMC) in Q3 2023, closing a stake of 19,167 shares — an estimated $107K sold.

Balboa Wealth Partners first reported a position in UWMC in Q2 2023 and held it in 1 quarter. The position peaked at $107K in Q2 2023. 165 funds tracked by Wall St. Rank hold UWMC as of Q3 2023.

Balboa Wealth Partners reported no remaining UWM Holdings position as of Q3 2023 after selling out during the quarter.
Balboa Wealth Partners sold 19,167 UWM Holdings shares in Q3 2023, an estimated $107K.
Balboa Wealth Partners first reported a position in UWM Holdings in Q2 2023 and held it in 1 quarter.
Balboa Wealth Partners's UWM Holdings position peaked at $107K in Q2 2023.
165 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.