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Valley Wealth Managers’s United Therapeutics UTHR Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-59
Closed -$12K – 458
2022
Q3 		$12K Sell
59
-79
-57% -$17.7K ﹤0.01% 312
2022
Q2 		$33K Buy
+138
New +$28.1K ﹤0.01% 273

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley Wealth Managers's UTHR Position: Q4 2022 in Review

Valley Wealth Managers sold out of United Therapeutics (UTHR) in Q4 2022, closing a stake of 59 shares — an estimated $12K sold.

Valley Wealth Managers first reported a position in UTHR in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 511 funds tracked by Wall St. Rank hold UTHR as of Q4 2022.

  • Valley Wealth Managers reported no remaining United Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 59 United Therapeutics shares in Q4 2022, an estimated $12K.
  • Valley Wealth Managers first reported a position in United Therapeutics in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's United Therapeutics position peaked at $33K in Q2 2022.
  • 511 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.