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Focused Wealth Management’s UWM Holdings UWMC Stock Holding History

Focused Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$13K – 1014
2020
Q4 		$13K Buy
+1,000
New +$10.5K ﹤0.01% 533

Other funds holding UWMC

KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's UWMC Position: Q1 2021 in Review

Focused Wealth Management sold out of UWM Holdings (UWMC) in Q1 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Focused Wealth Management first reported a position in UWMC in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 97 funds tracked by Wall St. Rank hold UWMC as of Q1 2021.

  • Focused Wealth Management reported no remaining UWM Holdings position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 1,000 UWM Holdings shares in Q1 2021, an estimated $13K.
  • Focused Wealth Management first reported a position in UWM Holdings in Q4 2020 and held it in 1 quarter.
  • Focused Wealth Management's UWM Holdings position peaked at $13K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.