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Legend Financial Advisors’s United Therapeutics UTHR Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-4
Closed -$896 – 231
2023
Q1 		$896 Hold
4
– – ﹤0.01% 222
2022
Q4 		$1.11K Hold
4
– – ﹤0.01% 231
2022
Q3 		$838 Buy
+4
New +$894 ﹤0.01% 221

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Legend Financial Advisors's UTHR Position: Q2 2023 in Review

Legend Financial Advisors sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 4 shares — an estimated $896 sold.

Legend Financial Advisors first reported a position in UTHR in Q3 2022 and held it in 3 quarters. The position peaked at $1.11K in Q4 2022. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

  • Legend Financial Advisors reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 4 United Therapeutics shares in Q2 2023, an estimated $896.
  • Legend Financial Advisors first reported a position in United Therapeutics in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's United Therapeutics position peaked at $1.11K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.