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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

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CarsonAllaria Wealth Management's UTHR Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of United Therapeutics (UTHR) in Q4 2024, closing a stake of 28 shares — an estimated $10K sold.

CarsonAllaria Wealth Management first reported a position in UTHR in Q3 2023 and held it in 5 quarters. The position peaked at $10K in Q3 2024. 673 funds tracked by Wall St. Rank hold UTHR as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining United Therapeutics position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 28 United Therapeutics shares in Q4 2024, an estimated $10K.
  • CarsonAllaria Wealth Management first reported a position in United Therapeutics in Q3 2023 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's United Therapeutics position peaked at $10K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.