Concord Wealth Partners’s United Therapeutics UTHR Stock Holding History

Concord Wealth 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
2022 Q3	–	Sell	-15	Closed	-$4K	–	1096
2022 Q2	$4K	Sell	15 -166	-92%	-$33.7K	﹤0.01%	897
2022 Q1	$32K	Sell	181 -106	-37%	-$20.2K	0.01%	523
2021 Q4	$62K	Buy	287 +242	+538%	+$47.5K	0.02%	416
2021 Q3	$8K	Sell	45 -13	-22%	-$2.56K	﹤0.01%	515
2021 Q2	$10K	Buy	58 +43	+287%	+$8.19K	﹤0.01%	631
2021 Q1	$3K	Buy	+15	New	+$2.5K	﹤0.01%	783

Other funds holding UTHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Concord Wealth Partners's UTHR Position: Q3 2022 in Review

Concord Wealth Partners sold out of United Therapeutics (UTHR) in Q3 2022, closing a stake of 15 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in UTHR in Q1 2021 and held it in 6 quarters. The position peaked at $62K in Q4 2021. 459 funds tracked by Wall St. Rank hold UTHR as of Q3 2022.

Concord Wealth Partners reported no remaining United Therapeutics position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 15 United Therapeutics shares in Q3 2022, an estimated $4K.
Concord Wealth Partners first reported a position in United Therapeutics in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's United Therapeutics position peaked at $62K in Q4 2021.
459 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.