Patriot Financial Group Insurance Agency’s United Therapeutics UTHR Stock Holding History

Patriot Financial Group Insurance Agency’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	-28	Closed	-$7K	–	1871
2022 Q2	$7K	Sell	28 -6	-18%	-$1.22K	﹤0.01%	1398
2022 Q1	$6K	Buy	34 +8	+31%	+$1.52K	﹤0.01%	1565
2021 Q4	$6K	Buy	26 +8	+44%	+$1.57K	﹤0.01%	1671
2021 Q3	$3K	Buy	18 +5	+38%	+$985	﹤0.01%	1882
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	1918
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	1817
2020 Q4	$2K	Buy	13 +7	+117%	+$919	﹤0.01%	1678
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1620
2020 Q2	$1K	Buy	6 +2	+50%	+$225	﹤0.01%	1597
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1749
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1453
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1467
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1350
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1312
2018 Q4	$0	Buy	+4	New	+$464	﹤0.01%	1113

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 $1.9T AUM 41.92% 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

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

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

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UTHR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of United Therapeutics (UTHR) in Q3 2022, closing a stake of 28 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in UTHR in Q4 2018 and held it in 15 quarters. The position peaked at $7K in Q2 2022. 461 funds tracked by Wall St. Rank hold UTHR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining United Therapeutics position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 28 United Therapeutics shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in United Therapeutics in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's United Therapeutics position peaked at $7K in Q2 2022.
461 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.