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Prosperity Wealth Management’s United Microelectronic UMC Stock Holding History

Prosperity Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,355
Closed -$165K – 191
2023
Q3 		$165K Buy
+23,355
New +$169K 0.11% 130

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prosperity Wealth Management's UMC Position: Q4 2023 in Review

Prosperity Wealth Management sold out of United Microelectronic (UMC) in Q4 2023, closing a stake of 23,355 shares — an estimated $165K sold.

Prosperity Wealth Management first reported a position in UMC in Q3 2023 and held it in 1 quarter. The position peaked at $165K in Q3 2023. 249 funds tracked by Wall St. Rank hold UMC as of Q4 2023.

  • Prosperity Wealth Management reported no remaining United Microelectronic position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 23,355 United Microelectronic shares in Q4 2023, an estimated $165K.
  • Prosperity Wealth Management first reported a position in United Microelectronic in Q3 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's United Microelectronic position peaked at $165K in Q3 2023.
  • 249 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.