OneAscent Financial Services’s United Therapeutics UTHR Stock Holding History

OneAscent Financial Services’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
2022 Q3	–	Sell	-1,186	Closed	-$279K	–	243
2022 Q2	$279K	Buy	+1,186	New	+$241K	0.13%	155
2022 Q1	–	Sell	-924	Closed	-$200K	–	188
2021 Q4	$200K	Sell	924 -597	-39%	-$117K	0.38%	123
2021 Q3	$281K	Buy	+1,521	New	+$300K	0.37%	60

Other funds holding UTHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

OneAscent Financial Services's UTHR Position: Q3 2022 in Review

OneAscent Financial Services sold out of United Therapeutics (UTHR) in Q3 2022, closing a stake of 1,186 shares — an estimated $279K sold.

OneAscent Financial Services first reported a position in UTHR in Q3 2021 and held it in 3 quarters. The position peaked at $281K in Q3 2021. 459 funds tracked by Wall St. Rank hold UTHR as of Q3 2022.

OneAscent Financial Services reported no remaining United Therapeutics position as of Q3 2022 after selling out during the quarter.
OneAscent Financial Services sold 1,186 United Therapeutics shares in Q3 2022, an estimated $279K.
OneAscent Financial Services first reported a position in United Therapeutics in Q3 2021 and held it in 3 quarters.
OneAscent Financial Services's United Therapeutics position peaked at $281K in Q3 2021.
459 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2022.

Based on OneAscent Financial Services's 13F filing for Q3 2022, filed 2 Nov 2022.