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Valeo Financial Advisors’s United Therapeutics UTHR Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-7
Closed -$1K – 2139
2020
Q2 		$1K Buy
7
+1
+17% +$113 ﹤0.01% 1973
2020
Q1 		$1K Buy
+6
New +$570 ﹤0.01% 1725

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's UTHR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of United Therapeutics (UTHR) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UTHR in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 333 funds tracked by Wall St. Rank hold UTHR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining United Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 United Therapeutics shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in United Therapeutics in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's United Therapeutics position peaked at $1K in Q2 2020.
  • 333 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.