Focused Wealth Management’s United Microelectronic UMC Stock Holding History

Focused Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity

Bought

Maintained

Sold

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Focused Wealth Management's UMC Position: Q1 2024 in Review

Focused Wealth Management sold out of United Microelectronic (UMC) in Q1 2024, closing a stake of 209 shares — an estimated $1.77K sold.

Focused Wealth Management first reported a position in UMC in Q4 2020 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 243 funds tracked by Wall St. Rank hold UMC as of Q1 2024.

Focused Wealth Management reported no remaining United Microelectronic position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 209 United Microelectronic shares in Q1 2024, an estimated $1.77K.
Focused Wealth Management first reported a position in United Microelectronic in Q4 2020 and held it in 13 quarters.
Focused Wealth Management's United Microelectronic position peaked at $2K in Q1 2022.
243 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.