Next Financial Group’s United Therapeutics UTHR Stock Holding History

Next Financial Group’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 Q4	$65K	Hold	300	–	–	﹤0.01%	1360
2021 Q3	$55K	Buy	300 +45	+18%	+$8.86K	﹤0.01%	1378
2021 Q2	$46K	Hold	255	–	–	﹤0.01%	1419
2021 Q1	$43K	Hold	255	–	–	﹤0.01%	1338
2020 Q4	$39K	Hold	255	–	–	﹤0.01%	1281
2020 Q3	$26K	Buy	+255	New	+$28K	﹤0.01%	1322
2020 Q2	–	Sell	-282	Closed	-$27K	–	1842
2020 Q1	$27K	Sell	282 -293	-51%	-$27.8K	﹤0.01%	1174
2019 Q4	$51K	Buy	575 +100	+21%	+$8.8K	0.01%	1183
2019 Q3	$38K	Hold	475	–	–	﹤0.01%	1224
2019 Q2	$37K	Buy	475 +200	+73%	+$18.7K	﹤0.01%	1261
2019 Q1	$32K	Sell	275 -100	-27%	-$11.7K	0.01%	847
2018 Q4	$41K	Sell	375 -200	-35%	-$23.2K	0.01%	863
2018 Q3	$74K	Buy	+575	New	+$71.1K	0.03%	445
2017 Q4	–	Sell	-130	Closed	-$16K	–	1360
2017 Q3	$16K	Hold	130	–	–	﹤0.01%	1053
2017 Q2	$17K	Sell	130 -12	-8%	-$1.5K	﹤0.01%	1146
2017 Q1	$18K	Sell	142 -433	-75%	-$65.6K	0.01%	1095
2016 Q4	$82K	Hold	575	–	–	0.01%	767
2016 Q3	$68K	Buy	+575	New	+$69.1K	0.01%	809

Other funds holding UTHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Next Financial Group's UTHR Position: Q4 2021 in Review

Next Financial Group held its United Therapeutics (UTHR) position steady in Q4 2021 at 300 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Next Financial Group first reported a position in UTHR in Q3 2016 and has held it in 18 quarters since. The position peaked at $82K in Q4 2016. 416 funds tracked by Wall St. Rank hold UTHR as of Q4 2021.

Next Financial Group held 300 shares of United Therapeutics worth $65K as of Q4 2021.
Next Financial Group left its United Therapeutics share count unchanged in Q4 2021.
United Therapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1360 holding.
Next Financial Group first reported a position in United Therapeutics in Q3 2016 and has held it in 18 quarters since.
Next Financial Group's United Therapeutics position peaked at $82K in Q4 2016.
416 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.