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TriaGen Wealth Management’s United Therapeutics UTHR Stock Holding History

TriaGen 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
2023
Q1 		– Sell
-1,378
Closed -$383K – 186
2022
Q4 		$383K Hold
1,378
– – 0.21% 108
2022
Q3 		$289K Buy
1,378
+20
+1% +$4.47K 0.16% 126
2022
Q2 		$320K Buy
+1,358
New +$276K 0.23% 106
2022
Q1 		– Sell
-10,766
Closed -$2.33M – 209
2021
Q4 		$2.33M Buy
+10,766
New +$2.11M 1.15% 19

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

TriaGen Wealth Management's UTHR Position: Q1 2023 in Review

TriaGen Wealth Management sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 1,378 shares — an estimated $383K sold.

TriaGen Wealth Management first reported a position in UTHR in Q4 2021 and held it in 4 quarters. The position peaked at $2.33M in Q4 2021. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • TriaGen Wealth Management reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,378 United Therapeutics shares in Q1 2023, an estimated $383K.
  • TriaGen Wealth Management first reported a position in United Therapeutics in Q4 2021 and held it in 4 quarters.
  • TriaGen Wealth Management's United Therapeutics position peaked at $2.33M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.