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Glassman Wealth Services’s United Therapeutics UTHR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-129
Closed -$28.4K – 1744
2023
Q4 		$28.4K Buy
129
+2
+2% +$461 ﹤0.01% 607
2023
Q3 		$28.7K Hold
127
– – ﹤0.01% 567
2023
Q2 		$28K Buy
127
+1
+0.8% +$222 ﹤0.01% 545
2023
Q1 		$28.2K Buy
126
+1
+0.8% +$247 ﹤0.01% 544
2022
Q4 		$34.8K Sell
125
-3
-2% -$757 0.01% 511
2022
Q3 		$27K Hold
128
– – 0.01% 546
2022
Q2 		$30K Hold
128
– – 0.01% 515
2022
Q1 		$23K Buy
128
+6
+5% +$1.14K ﹤0.01% 610
2021
Q4 		$26K Hold
122
– – ﹤0.01% 542
2021
Q3 		$23K Buy
122
+2
+2% +$394 ﹤0.01% 552
2021
Q2 		$22K Hold
120
– – ﹤0.01% 554
2021
Q1 		$20K Buy
120
+6
+5% +$1K ﹤0.01% 536
2020
Q4 		$17K Buy
114
+36
+46% +$4.72K ﹤0.01% 579
2020
Q3 		$8K Sell
78
-4
-5% -$439 ﹤0.01% 682
2020
Q2 		$10K Buy
82
+63
+332% +$7.09K ﹤0.01% 500
2020
Q1 		$2K Hold
19
– – ﹤0.01% 758
2019
Q4 		$2K Hold
19
– – ﹤0.01% 801
2019
Q3 		$2K Buy
19
+18
+1,800% +$1.45K ﹤0.01% 746
2019
Q2 		$0 Buy
+1
New +$94 ﹤0.01% 1378

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's UTHR Position: Q1 2024 in Review

Glassman Wealth Services sold out of United Therapeutics (UTHR) in Q1 2024, closing a stake of 129 shares — an estimated $28.4K sold.

Glassman Wealth Services first reported a position in UTHR in Q2 2019 and held it in 19 quarters. The position peaked at $34.8K in Q4 2022. 526 funds tracked by Wall St. Rank hold UTHR as of Q1 2024.

  • Glassman Wealth Services reported no remaining United Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 129 United Therapeutics shares in Q1 2024, an estimated $28.4K.
  • Glassman Wealth Services first reported a position in United Therapeutics in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's United Therapeutics position peaked at $34.8K in Q4 2022.
  • 526 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.