Polaris Wealth Advisory Group’s United Therapeutics UTHR Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$527K	Buy	+2,332	New	+$537K	0.04%	131
2023 Q2	–	Sell	-2,332	Closed	-$522K	–	194
2023 Q1	$522K	Hold	2,332	–	–	0.04%	132
2022 Q4	$615K	Hold	2,332	–	–	0.05%	129
2022 Q3	$480K	Hold	2,332	–	–	0.04%	116
2022 Q2	$550K	Hold	2,332	–	–	0.04%	102
2022 Q1	$443K	Hold	2,332	–	–	0.03%	120
2021 Q4	$504K	Hold	2,332	–	–	0.03%	127
2021 Q3	$457K	Hold	2,332	–	–	0.03%	122
2021 Q2	$431K	Hold	2,332	–	–	0.03%	125
2021 Q1	$474K	Buy	+2,332	New	+$389K	0.03%	123

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

PAI

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

Polaris Wealth Advisory Group's UTHR Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in United Therapeutics (UTHR) in Q3 2023: 2,332 shares worth $527K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in UTHR as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in UTHR in Q1 2021 and has held it in 10 quarters since. The position peaked at $615K in Q4 2022. 508 funds tracked by Wall St. Rank hold UTHR as of Q3 2023.

Polaris Wealth Advisory Group held 2,332 shares of United Therapeutics worth $527K as of Q3 2023.
United Therapeutics was a new Polaris Wealth Advisory Group position in Q3 2023.
United Therapeutics made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #131 holding.
Polaris Wealth Advisory Group first reported a position in United Therapeutics in Q1 2021 and has held it in 10 quarters since.
Polaris Wealth Advisory Group's United Therapeutics position peaked at $615K in Q4 2022.
508 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.