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Delap Wealth Advisory’s United Therapeutics UTHR Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-1,127
Closed -$259K – 281
2024
Q1 		$259K Buy
+1,127
New +$254K 0.1% 186

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's UTHR Position: Q2 2024 in Review

Delap Wealth Advisory sold out of United Therapeutics (UTHR) in Q2 2024, closing a stake of 1,127 shares — an estimated $259K sold.

Delap Wealth Advisory first reported a position in UTHR in Q1 2024 and held it in 1 quarter. The position peaked at $259K in Q1 2024. 566 funds tracked by Wall St. Rank hold UTHR as of Q2 2024.

  • Delap Wealth Advisory reported no remaining United Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 1,127 United Therapeutics shares in Q2 2024, an estimated $259K.
  • Delap Wealth Advisory first reported a position in United Therapeutics in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's United Therapeutics position peaked at $259K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.