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Dynamic Advisor Solutions’s United Therapeutics UTHR Stock Holding History

Dynamic Advisor Solutions’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
2023
Q4 		– Sell
-3,956
Closed -$894K – 946
2023
Q3 		$894K Buy
+3,956
New +$911K 0.04% 375

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dynamic Advisor Solutions's UTHR Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of United Therapeutics (UTHR) in Q4 2023, closing a stake of 3,956 shares — an estimated $894K sold.

Dynamic Advisor Solutions first reported a position in UTHR in Q3 2023 and held it in 1 quarter. The position peaked at $894K in Q3 2023. 535 funds tracked by Wall St. Rank hold UTHR as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining United Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,956 United Therapeutics shares in Q4 2023, an estimated $894K.
  • Dynamic Advisor Solutions first reported a position in United Therapeutics in Q3 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's United Therapeutics position peaked at $894K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.