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United Capital Financial Advisors’s TeraWulf WULF Stock Holding History

United Capital Financial Advisors’s Portfolio WULF Stock Details WULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,380
Closed -$48.6K – 1111
2024
Q3 		$48.6K Buy
+10,380
New +$47.1K ﹤0.01% 1040

Other funds holding WULF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

United Capital Financial Advisors's WULF Position: Q4 2024 in Review

United Capital Financial Advisors sold out of TeraWulf (WULF) in Q4 2024, closing a stake of 10,380 shares — an estimated $48.6K sold.

United Capital Financial Advisors first reported a position in WULF in Q3 2024 and held it in 1 quarter. The position peaked at $48.6K in Q3 2024. 263 funds tracked by Wall St. Rank hold WULF as of Q4 2024.

  • United Capital Financial Advisors reported no remaining TeraWulf position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,380 TeraWulf shares in Q4 2024, an estimated $48.6K.
  • United Capital Financial Advisors first reported a position in TeraWulf in Q3 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's TeraWulf position peaked at $48.6K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held TeraWulf as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.