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Raymond James Financial Services Advisors’s UWM Holdings UWMC Stock Holding History

Raymond James Financial Services 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
2022
Q2 		– Sell
-13,544
Closed -$61K – 3431
2022
Q1 		$61K Hold
13,544
– – ﹤0.01% 3173
2021
Q4 		$80K Buy
13,544
+40
+0.3% +$270 ﹤0.01% 3144
2021
Q3 		$94K Buy
13,504
+1,170
+9% +$8.71K ﹤0.01% 3125
2021
Q2 		$104K Sell
12,334
-7,868
-39% -$65.9K ﹤0.01% 3132
2021
Q1 		$160K Buy
+20,202
New +$196K ﹤0.01% 2958

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors's UWMC Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of UWM Holdings (UWMC) in Q2 2022, closing a stake of 13,544 shares — an estimated $61K sold.

Raymond James Financial Services Advisors first reported a position in UWMC in Q1 2021 and held it in 5 quarters. The position peaked at $160K in Q1 2021. 145 funds tracked by Wall St. Rank hold UWMC as of Q2 2022.

  • Raymond James Financial Services Advisors reported no remaining UWM Holdings position as of Q2 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 13,544 UWM Holdings shares in Q2 2022, an estimated $61K.
  • Raymond James Financial Services Advisors first reported a position in UWM Holdings in Q1 2021 and held it in 5 quarters.
  • Raymond James Financial Services Advisors's UWM Holdings position peaked at $160K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.