EWP
UTHR icon

Engrave Wealth Partners’s United Therapeutics UTHR Stock Holding History

Engrave 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
2020
Q3 		– Sell
-73
Closed -$8K – 405
2020
Q2 		$8K Hold
73
– – 0.01% 275
2020
Q1 		$6K Hold
73
– – 0.01% 267
2019
Q4 		$6K Buy
+73
New +$6.42K 0.01% 350

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Engrave Wealth Partners's UTHR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of United Therapeutics (UTHR) in Q3 2020, closing a stake of 73 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in UTHR in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 333 funds tracked by Wall St. Rank hold UTHR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining United Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 73 United Therapeutics shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in United Therapeutics in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's United Therapeutics position peaked at $8K in Q2 2020.
  • 333 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.