LPWM
UTHR icon

Lake Point Wealth Management’s United Therapeutics UTHR Stock Holding History

Lake Point 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
2020
Q1 		$6K Hold
65
– – 0.01% 154
2019
Q4 		$6K Buy
+65
New +$5.72K ﹤0.01% 350

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Lake Point Wealth Management's UTHR Position: Q1 2020 in Review

Lake Point Wealth Management held its United Therapeutics (UTHR) position steady in Q1 2020 at 65 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #154.

Lake Point Wealth Management first reported a position in UTHR in Q4 2019 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold UTHR as of Q1 2020.

  • Lake Point Wealth Management held 65 shares of United Therapeutics worth $6K as of Q1 2020.
  • Lake Point Wealth Management left its United Therapeutics share count unchanged in Q1 2020.
  • United Therapeutics made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #154 holding.
  • Lake Point Wealth Management first reported a position in United Therapeutics in Q4 2019 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.