FinTrust Capital Advisors’s United Therapeutics UTHR Stock Holding History

FinTrust Capital 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 Q3	$43.4K	Hold	121	–	–	0.01%	613
2024 Q2	$38.5K	Hold	121	–	–	0.01%	613
2024 Q1	$27.8K	Hold	121	–	–	0.01%	675
2023 Q4	$26.6K	Sell	121 -2	-2%	-$461	0.01%	641
2023 Q3	$27.8K	Buy	123 +11	+10%	+$2.53K	0.01%	597
2023 Q2	$31.1K	Hold	112	–	–	0.01%	542
2023 Q1	$31.1K	Hold	112	–	–	0.01%	541
2022 Q4	$31.1K	Hold	112	–	–	0.01%	540
2022 Q3	$25K	Buy	112 +5	+5%	+$1.12K	0.01%	674
2022 Q2	$24K	Sell	107 -8	-7%	-$1.63K	0.01%	694
2022 Q1	$20K	Sell	115 -100	-47%	-$19.1K	﹤0.01%	770
2021 Q4	$46K	Hold	215	–	–	0.01%	570
2021 Q3	$40K	Hold	215	–	–	0.01%	589
2021 Q2	$39K	Hold	215	–	–	0.01%	601
2021 Q1	$36K	Sell	215 -34	-14%	-$5.67K	0.01%	590
2020 Q4	$38K	Sell	249 -41	-14%	-$5.38K	0.01%	540
2020 Q3	$29K	Sell	290 -134	-32%	-$14.7K	0.01%	582
2020 Q2	$51K	Buy	+424	New	+$47.7K	0.02%	484

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FinTrust Capital Advisors's UTHR Position: Q3 2024 in Review

FinTrust Capital Advisors held its United Therapeutics (UTHR) position steady in Q3 2024 at 121 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #613.

FinTrust Capital Advisors first reported a position in UTHR in Q2 2020 and has held it in 18 quarters since. The position peaked at $51K in Q2 2020. 625 funds tracked by Wall St. Rank hold UTHR as of Q3 2024.

FinTrust Capital Advisors held 121 shares of United Therapeutics worth $43.4K as of Q3 2024.
FinTrust Capital Advisors left its United Therapeutics share count unchanged in Q3 2024.
United Therapeutics made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #613 holding.
FinTrust Capital Advisors first reported a position in United Therapeutics in Q2 2020 and has held it in 18 quarters since.
FinTrust Capital Advisors's United Therapeutics position peaked at $51K in Q2 2020.
625 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.