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Beaird Harris Wealth Management’s UWM Holdings UWMC Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Sell
-631
Closed -$4.58K – 794
2024
Q1 		$4.58K Buy
631
+36
+6% +$243 ﹤0.01% 396
2023
Q4 		$4.26K Sell
595
-1,753
-75% -$9.9K ﹤0.01% 399
2023
Q3 		$11.4K Buy
2,348
+44
+2% +$253 ﹤0.01% 266
2023
Q2 		$12.9K Buy
2,304
+43
+2% +$232 ﹤0.01% 254
2023
Q1 		$11.1K Buy
2,261
+63
+3% +$276 ﹤0.01% 262
2022
Q4 		$7.28K Buy
2,198
+66
+3% +$247 ﹤0.01% 364
2022
Q3 		$6K Buy
+2,132
New +$7.85K ﹤0.01% 333
2022
Q2 		– Sell
-1,572
Closed -$7K – 613
2022
Q1 		$7K Buy
1,572
+26
+2% +$125 ﹤0.01% 395
2021
Q4 		$9K Buy
+1,546
New +$10.4K ﹤0.01% 423

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's UWMC Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of UWM Holdings (UWMC) in Q2 2024, closing a stake of 631 shares — an estimated $4.58K sold.

Beaird Harris Wealth Management first reported a position in UWMC in Q4 2021 and held it in 9 quarters. The position peaked at $12.9K in Q2 2023. 192 funds tracked by Wall St. Rank hold UWMC as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining UWM Holdings position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 631 UWM Holdings shares in Q2 2024, an estimated $4.58K.
  • Beaird Harris Wealth Management first reported a position in UWM Holdings in Q4 2021 and held it in 9 quarters.
  • Beaird Harris Wealth Management's UWM Holdings position peaked at $12.9K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.