TCI Wealth Advisors’s United Therapeutics UTHR Stock Holding History

TCI 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 Q2	–	Sell	-52	Closed	-$11.6K	–	2137
2023 Q1	$11.6K	Sell	52 -23	-31%	-$5.67K	﹤0.01%	987
2022 Q4	$20.9K	Buy	75 +23	+44%	+$5.81K	﹤0.01%	684
2022 Q3	$11K	Buy	52 +4	+8%	+$894	﹤0.01%	977
2022 Q2	$11K	Hold	48	–	–	﹤0.01%	971
2022 Q1	$9K	Sell	48 -112	-70%	-$21.3K	﹤0.01%	1201
2021 Q4	$35K	Buy	160 +27	+20%	+$5.3K	0.01%	496
2021 Q3	$25K	Buy	133 +36	+37%	+$7.09K	﹤0.01%	603
2021 Q2	$17K	Hold	97	–	–	﹤0.01%	672
2021 Q1	$16K	Buy	97 +49	+102%	+$8.17K	0.01%	647
2020 Q4	$7K	Buy	48 +4	+9%	+$525	﹤0.01%	778
2020 Q3	$4K	Buy	+44	New	+$4.83K	﹤0.01%	897
2016 Q4	–	Sell	-7	Closed	-$1K	–	1454
2016 Q3	$1K	Buy	+7	New	+$841	﹤0.01%	1232

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TCI Wealth Advisors's UTHR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 52 shares — an estimated $11.6K sold.

TCI Wealth Advisors first reported a position in UTHR in Q3 2016 and held it in 12 quarters. The position peaked at $35K in Q4 2021. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

TCI Wealth Advisors reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 52 United Therapeutics shares in Q2 2023, an estimated $11.6K.
TCI Wealth Advisors first reported a position in United Therapeutics in Q3 2016 and held it in 12 quarters.
TCI Wealth Advisors's United Therapeutics position peaked at $35K in Q4 2021.
473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.