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Tradition Wealth Management’s United Therapeutics UTHR Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-19
Closed -$4K – 1150
2023
Q4 		$4K Hold
19
– – ﹤0.01% 1204
2023
Q3 		$4K Hold
19
– – ﹤0.01% 1261
2023
Q2 		$4K Hold
19
– – ﹤0.01% 1297
2023
Q1 		$4K Hold
19
– – ﹤0.01% 1227
2022
Q4 		$5K Hold
19
– – ﹤0.01% 1059
2022
Q3 		$4K Hold
19
– – ﹤0.01% 1122
2022
Q2 		$4K Hold
19
– – ﹤0.01% 1009
2022
Q1 		$3K Hold
19
– – ﹤0.01% 1126
2021
Q4 		$4K Hold
19
– – ﹤0.01% 1106
2021
Q3 		$4K Hold
19
– – ﹤0.01% 1095
2021
Q2 		$3K Buy
+19
New +$3.62K ﹤0.01% 1153
2021
Q1 		– Sell
-19
Closed -$3K – 1037
2020
Q4 		$3K Buy
+19
New +$2.49K ﹤0.01% 912

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tradition Wealth Management's UTHR Position: Q1 2024 in Review

Tradition Wealth Management sold out of United Therapeutics (UTHR) in Q1 2024, closing a stake of 19 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in UTHR in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2022. 526 funds tracked by Wall St. Rank hold UTHR as of Q1 2024.

  • Tradition Wealth Management reported no remaining United Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 19 United Therapeutics shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in United Therapeutics in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's United Therapeutics position peaked at $5K in Q4 2022.
  • 526 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.