UCFA
IRWD icon

United Capital Financial Advisors’s Ironwood Pharmaceuticals IRWD Stock Holding History

United Capital Financial Advisors’s Portfolio IRWD Stock Details IRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-60,553
Closed -$625K – 1194
2020
Q2 		$625K Buy
60,553
+10,867
+22% +$111K ﹤0.01% 791
2020
Q1 		$501K Sell
49,686
-33,491
-40% -$394K ﹤0.01% 815
2019
Q4 		$1.11M Buy
+83,177
New +$917K 0.01% 738

Other funds holding IRWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

United Capital Financial Advisors's IRWD Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Ironwood Pharmaceuticals (IRWD) in Q3 2020, closing a stake of 60,553 shares — an estimated $625K sold.

United Capital Financial Advisors first reported a position in IRWD in Q4 2019 and held it in 3 quarters. The position peaked at $1.11M in Q4 2019. 190 funds tracked by Wall St. Rank hold IRWD as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Ironwood Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 60,553 Ironwood Pharmaceuticals shares in Q3 2020, an estimated $625K.
  • United Capital Financial Advisors first reported a position in Ironwood Pharmaceuticals in Q4 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's Ironwood Pharmaceuticals position peaked at $1.11M in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.