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Sutton Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Sutton 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
2023
Q1 		– Sell
-3
Closed -$834 – 1537
2022
Q4 		$834 Hold
3
– – ﹤0.01% 1379
2022
Q3 		$628 Hold
3
– – ﹤0.01% 1420
2022
Q2 		$707 Sell
3
-5
-63% -$1.02K ﹤0.01% 1376
2022
Q1 		$1.44K Buy
8
+3
+60% +$572 ﹤0.01% 1250
2021
Q4 		$1.08K Buy
+5
New +$982 ﹤0.01% 1311

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Sutton Wealth Advisors's UTHR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 3 shares — an estimated $834 sold.

Sutton Wealth Advisors first reported a position in UTHR in Q4 2021 and held it in 5 quarters. The position peaked at $1.44K in Q1 2022. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 United Therapeutics shares in Q1 2023, an estimated $834.
  • Sutton Wealth Advisors first reported a position in United Therapeutics in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's United Therapeutics position peaked at $1.44K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.