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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

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ACA
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Renaissance Technologies
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return