WealthPLAN Partners’s UWM Holdings UWMC Stock Holding History

WealthPLAN Partners’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
2022 Q1	–	Sell	-10,000	Closed	-$52K	–	404
2021 Q4	$52K	Buy	+10,000	New	+$67.5K	﹤0.01%	376

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's UWMC Position: Q1 2022 in Review

WealthPLAN Partners sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 10,000 shares — an estimated $52K sold.

WealthPLAN Partners first reported a position in UWMC in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

WealthPLAN Partners reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
WealthPLAN Partners sold 10,000 UWM Holdings shares in Q1 2022, an estimated $52K.
WealthPLAN Partners first reported a position in UWM Holdings in Q4 2021 and held it in 1 quarter.
WealthPLAN Partners's UWM Holdings position peaked at $52K in Q4 2021.
146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.