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U.S. Capital Wealth Advisors’s UWM Holdings UWMC Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q2 		– Sell
-114,677
Closed -$563K – 699
2023
Q1 		$563K Sell
114,677
-115,502
-50% -$507K 0.03% 405
2022
Q4 		$762K Sell
230,179
-153,452
-40% -$575K 0.04% 374
2022
Q3 		$1.12M Buy
+383,631
New +$1.41M 0.06% 316

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's UWMC Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of UWM Holdings (UWMC) in Q2 2023, closing a stake of 114,677 shares — an estimated $563K sold.

U.S. Capital Wealth Advisors first reported a position in UWMC in Q3 2022 and held it in 3 quarters. The position peaked at $1.12M in Q3 2022. 160 funds tracked by Wall St. Rank hold UWMC as of Q2 2023.

  • U.S. Capital Wealth Advisors reported no remaining UWM Holdings position as of Q2 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 114,677 UWM Holdings shares in Q2 2023, an estimated $563K.
  • U.S. Capital Wealth Advisors first reported a position in UWM Holdings in Q3 2022 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's UWM Holdings position peaked at $1.12M in Q3 2022.
  • 160 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2023.

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