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FWM
Focused Wealth Management’s
United Microelectronic
UMC
Stock Holding History
Focused Wealth Management’s Portfolio
UMC Stock Details
UMC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-209
Closed
-$1.77K
–
923
2023
Q4
$1.77K
Hold
209
–
–
﹤0.01%
789
2023
Q3
$1.48K
Buy
209
+12
+6%
+$87
﹤0.01%
803
2023
Q2
$1.56K
Hold
197
–
–
﹤0.01%
835
2023
Q1
$1.73K
Hold
197
–
–
﹤0.01%
809
2022
Q4
$1.29K
Hold
197
–
–
﹤0.01%
834
2022
Q3
$1K
Buy
197
+12
+6%
+$79
﹤0.01%
906
2022
Q2
$1K
Hold
185
–
–
﹤0.01%
881
2022
Q1
$2K
Hold
185
–
–
﹤0.01%
820
2021
Q4
$2K
Sell
185
-3
-2%
-$33
﹤0.01%
837
2021
Q3
$2K
Buy
188
+185
+6,167%
+$1.99K
﹤0.01%
835
2021
Q2
$0
Hold
3
–
–
﹤0.01%
1041
2021
Q1
$0
Buy
3
+2
+200%
+$18
﹤0.01%
1011
2020
Q4
$0
Buy
+1
New
+$7
﹤0.01%
907
Other funds holding UMC
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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