LWP
UTHR icon

Laurel Wealth Planning’s United Therapeutics UTHR Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-300
Closed -$83.4K – 196
2022
Q4 		$83.4K Hold
300
– – 0.05% 87
2022
Q3 		$63K Hold
300
– – 0.05% 94
2022
Q2 		$71K Hold
300
– – 0.05% 95
2022
Q1 		$54K Buy
+300
New +$57.2K 0.04% 117

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
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 $3.37T AUM 44.26% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Laurel Wealth Planning's UTHR Position: Q1 2023 in Review

Laurel Wealth Planning sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 300 shares — an estimated $83.4K sold.

Laurel Wealth Planning first reported a position in UTHR in Q1 2022 and held it in 4 quarters. The position peaked at $83.4K in Q4 2022. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • Laurel Wealth Planning reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 300 United Therapeutics shares in Q1 2023, an estimated $83.4K.
  • Laurel Wealth Planning first reported a position in United Therapeutics in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's United Therapeutics position peaked at $83.4K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.