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TriaGen Wealth Management’s UWM Holdings UWMC Stock Holding History

TriaGen Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,207
Closed -$453K – 190
2024
Q3 		$453K Buy
+53,207
New +$449K 0.15% 113

Other funds holding UWMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TriaGen Wealth Management's UWMC Position: Q4 2024 in Review

TriaGen Wealth Management sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 53,207 shares — an estimated $453K sold.

TriaGen Wealth Management first reported a position in UWMC in Q3 2024 and held it in 1 quarter. The position peaked at $453K in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • TriaGen Wealth Management reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 53,207 UWM Holdings shares in Q4 2024, an estimated $453K.
  • TriaGen Wealth Management first reported a position in UWM Holdings in Q3 2024 and held it in 1 quarter.
  • TriaGen Wealth Management's UWM Holdings position peaked at $453K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.