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Harvest Group Wealth Management’s United Therapeutics UTHR Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-3
Closed – – 683
2020
Q4 		$0 Hold
3
– – ﹤0.01% 855
2020
Q3 		$0 Hold
3
– – ﹤0.01% 833
2020
Q2 		$0 Hold
3
– – ﹤0.01% 853
2020
Q1 		$0 Sell
3
-37
-93% -$3.52K ﹤0.01% 1014
2019
Q4 		$3K Sell
40
-28
-41% -$2.46K ﹤0.01% 544
2019
Q3 		$5K Buy
+68
New +$5.48K 0.01% 430
2019
Q2 		– Sell
-25
Closed -$3K – 1008
2019
Q1 		$3K Buy
+25
New +$2.91K ﹤0.01% 546

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Harvest Group Wealth Management's UTHR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of United Therapeutics (UTHR) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in UTHR in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2019. 391 funds tracked by Wall St. Rank hold UTHR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining United Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 United Therapeutics shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in United Therapeutics in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's United Therapeutics position peaked at $5K in Q3 2019.
  • 391 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.