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Fortis Capital Advisors’s United Therapeutics UTHR Stock Holding History

Fortis 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
2023
Q2 		– Sell
-4
Closed -$896 – 599
2023
Q1 		$896 Buy
+4
New +$986 ﹤0.01% 617

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Fortis Capital Advisors's UTHR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 4 shares — an estimated $896 sold.

Fortis Capital Advisors first reported a position in UTHR in Q1 2023 and held it in 1 quarter. The position peaked at $896 in Q1 2023. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

  • Fortis Capital Advisors reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 4 United Therapeutics shares in Q2 2023, an estimated $896.
  • Fortis Capital Advisors first reported a position in United Therapeutics in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's United Therapeutics position peaked at $896 in Q1 2023.
  • 473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.