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Optimum Investment Advisors’s UWM Holdings UWMC Stock Holding History

Optimum Investment Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-123
Closed -$878 – 666
2023
Q4 		$878 Buy
123
+3
+3% +$17 ﹤0.01% 607
2023
Q3 		$584 Buy
120
+2
+2% +$12 ﹤0.01% 676
2023
Q2 		$663 Buy
118
+2
+2% +$11 ﹤0.01% 671
2023
Q1 		$571 Buy
116
+3
+3% +$13 ﹤0.01% 708
2022
Q4 		$375 Buy
113
+3
+3% +$11 ﹤0.01% 739
2022
Q3 		$0 Buy
110
+3
+3% +$11 ﹤0.01% 889
2022
Q2 		$0 Buy
107
+3
+3% +$11 ﹤0.01% 901
2022
Q1 		$0 Buy
104
+1
+1% +$5 ﹤0.01% 899
2021
Q4 		$1K Buy
103
+2
+2% +$13 ﹤0.01% 815
2021
Q3 		$1K Buy
101
+1
+1% +$7 ﹤0.01% 821
2021
Q2 		$1K Buy
+100
New +$837 ﹤0.01% 896

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Optimum Investment Advisors's UWMC Position: Q1 2024 in Review

Optimum Investment Advisors sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 123 shares — an estimated $878 sold.

Optimum Investment Advisors first reported a position in UWMC in Q2 2021 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • Optimum Investment Advisors reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 123 UWM Holdings shares in Q1 2024, an estimated $878.
  • Optimum Investment Advisors first reported a position in UWM Holdings in Q2 2021 and held it in 11 quarters.
  • Optimum Investment Advisors's UWM Holdings position peaked at $1K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.