RPWA
UTHR icon

Regent Peak Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-5
Closed -$1K – 945
2020
Q4 		$1K Buy
+5
New +$656 ﹤0.01% 1003

Other funds holding UTHR

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Regent Peak Wealth Advisors's UTHR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of United Therapeutics (UTHR) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in UTHR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 391 funds tracked by Wall St. Rank hold UTHR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining United Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5 United Therapeutics shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in United Therapeutics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's United Therapeutics position peaked at $1K in Q4 2020.
  • 391 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.