CWS
UTHR icon

Confluence Wealth Services’s United Therapeutics UTHR Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-319
Closed -$68K – 1110
2021
Q4 		$68K Buy
+319
New +$62.6K 0.02% 395

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $10.2B AUM 149.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Confluence Wealth Services's UTHR Position: Q1 2022 in Review

Confluence Wealth Services sold out of United Therapeutics (UTHR) in Q1 2022, closing a stake of 319 shares — an estimated $68K sold.

Confluence Wealth Services first reported a position in UTHR in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 427 funds tracked by Wall St. Rank hold UTHR as of Q1 2022.

  • Confluence Wealth Services reported no remaining United Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 319 United Therapeutics shares in Q1 2022, an estimated $68K.
  • Confluence Wealth Services first reported a position in United Therapeutics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's United Therapeutics position peaked at $68K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.