OneAscent Wealth Management’s United Therapeutics UTHR Stock Holding History

OneAscent 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
2023 Q1	–	Sell	-750	Closed	-$209K	–	191
2022 Q4	$209K	Sell	750 -414	-36%	-$105K	0.1%	152
2022 Q3	$244K	Sell	1,164 -29	-2%	-$6.48K	0.13%	118
2022 Q2	$281K	Buy	1,193 +22	+2%	+$4.47K	0.14%	126
2022 Q1	$210K	Buy	+1,171	New	+$223K	0.1%	189
2021 Q4	–	Sell	-1,939	Closed	-$358K	–	138
2021 Q3	$358K	Buy	+1,939	New	+$382K	0.41%	57

Other funds holding UTHR

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

OneAscent Wealth Management's UTHR Position: Q1 2023 in Review

OneAscent Wealth Management sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 750 shares — an estimated $209K sold.

OneAscent Wealth Management first reported a position in UTHR in Q3 2021 and held it in 5 quarters. The position peaked at $358K in Q3 2021. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

OneAscent Wealth Management reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
OneAscent Wealth Management sold 750 United Therapeutics shares in Q1 2023, an estimated $209K.
OneAscent Wealth Management first reported a position in United Therapeutics in Q3 2021 and held it in 5 quarters.
OneAscent Wealth Management's United Therapeutics position peaked at $358K in Q3 2021.
505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on OneAscent Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.