CarsonAllaria Wealth Management’s United Therapeutics UTHR Stock Holding History

CarsonAllaria Wealth Management’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
2024 Q4	–	Sell	-28	Closed	-$10K	–	392
2024 Q3	$10K	Hold	28	–	–	0.01%	258
2024 Q2	$8.92K	Hold	28	–	–	0.01%	259
2024 Q1	$6.43K	Hold	28	–	–	﹤0.01%	276
2023 Q4	$6.16K	Hold	28	–	–	﹤0.01%	248
2023 Q3	$6.32K	Buy	+28	New	+$6.45K	0.01%	238

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Renaissance Technologies

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Fidelity Investments

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return