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Drive Wealth Management’s United Microelectronic UMC Stock Holding History

Drive Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,291
Closed -$129K – 379
2024
Q3 		$129K Buy
15,291
+736
+5% +$6.16K 0.03% 302
2024
Q2 		$128K Sell
14,555
-489
-3% -$4.03K 0.03% 303
2024
Q1 		$122K Sell
15,044
-1,726
-10% -$13.7K 0.03% 302
2023
Q4 		$142K Buy
16,770
+2,580
+18% +$19.7K 0.05% 284
2023
Q3 		$100K Buy
14,190
+82
+0.6% +$594 0.04% 263
2023
Q2 		$120K Buy
14,108
+803
+6% +$6.62K 0.04% 268
2023
Q1 		$117K Buy
13,305
+1,630
+14% +$13.2K 0.05% 275
2022
Q4 		$76.2K Buy
+11,675
New +$77.3K 0.04% 241

Other funds holding UMC

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Drive Wealth Management's UMC Position: Q4 2024 in Review

Drive Wealth Management sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 15,291 shares — an estimated $129K sold.

Drive Wealth Management first reported a position in UMC in Q4 2022 and held it in 8 quarters. The position peaked at $142K in Q4 2023. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Drive Wealth Management reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 15,291 United Microelectronic shares in Q4 2024, an estimated $129K.
  • Drive Wealth Management first reported a position in United Microelectronic in Q4 2022 and held it in 8 quarters.
  • Drive Wealth Management's United Microelectronic position peaked at $142K in Q4 2023.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.