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Financial Synergies Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Financial Synergies Wealth Advisors’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
Closed -$230 – 451
2024
Q1 		$230 Hold
1
– – ﹤0.01% 490
2023
Q4 		$279 Hold
1
– – ﹤0.01% 428
2023
Q3 		$226 Hold
1
– – ﹤0.01% 481
2023
Q2 		$221 Hold
1
– – ﹤0.01% 482
2023
Q1 		$224 Hold
1
– – ﹤0.01% 477
2022
Q4 		$279 Hold
1
– – ﹤0.01% 428
2022
Q3 		$210 Hold
1
– – ﹤0.01% 445
2022
Q2 		$236 Buy
+1
New +$203 ﹤0.01% 462

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

Financial Synergies Wealth Advisors's UTHR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of United Therapeutics (UTHR) in Q2 2024, closing a stake of 1 share — an estimated $230 sold.

Financial Synergies Wealth Advisors first reported a position in UTHR in Q2 2022 and held it in 8 quarters. The position peaked at $279 in Q4 2023. 566 funds tracked by Wall St. Rank hold UTHR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining United Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 United Therapeutics share in Q2 2024, an estimated $230.
  • Financial Synergies Wealth Advisors first reported a position in United Therapeutics in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's United Therapeutics position peaked at $279 in Q4 2023.
  • 566 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.