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Kestra Private Wealth Services’s UWM Holdings UWMC Stock Holding History

Kestra Private Wealth Services’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
2023
Q4 		– Sell
-11,274
Closed -$54.7K – 1294
2023
Q3 		$54.7K Buy
11,274
+114
+1% +$657 ﹤0.01% 1118
2023
Q2 		$62.5K Buy
11,160
+110
+1% +$592 ﹤0.01% 1032
2023
Q1 		$54.3K Buy
+11,050
New +$48.5K ﹤0.01% 1011
2022
Q4 		– Sell
-10,019
Closed -$29K – 990
2022
Q3 		$29K Buy
+10,019
New +$36.9K ﹤0.01% 878

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's UWMC Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of UWM Holdings (UWMC) in Q4 2023, closing a stake of 11,274 shares — an estimated $54.7K sold.

Kestra Private Wealth Services first reported a position in UWMC in Q3 2022 and held it in 4 quarters. The position peaked at $62.5K in Q2 2023. 183 funds tracked by Wall St. Rank hold UWMC as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining UWM Holdings position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,274 UWM Holdings shares in Q4 2023, an estimated $54.7K.
  • Kestra Private Wealth Services first reported a position in UWM Holdings in Q3 2022 and held it in 4 quarters.
  • Kestra Private Wealth Services's UWM Holdings position peaked at $62.5K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.