TWP
UTHR icon

TFO Wealth Partners’s United Therapeutics UTHR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$459 – 712
2024
Q1 		$459 Hold
2
– – ﹤0.01% 285
2023
Q4 		$440 Hold
2
– – ﹤0.01% 367
2023
Q3 		$442 Hold
2
– – ﹤0.01% 494
2023
Q2 		$442 Hold
2
– – ﹤0.01% 310
2023
Q1 		$448 Sell
2
-62
-97% -$15.3K ﹤0.01% 270
2022
Q4 		$1.6K Buy
+64
New +$16.2K ﹤0.01% 286

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's UTHR Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Therapeutics (UTHR) in Q2 2024, closing a stake of 2 shares — an estimated $459 sold.

TFO Wealth Partners first reported a position in UTHR in Q4 2022 and held it in 6 quarters. The position peaked at $1.6K in Q4 2022. 568 funds tracked by Wall St. Rank hold UTHR as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Therapeutics position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 United Therapeutics shares in Q2 2024, an estimated $459.
  • TFO Wealth Partners first reported a position in United Therapeutics in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's United Therapeutics position peaked at $1.6K in Q4 2022.
  • 568 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.