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Wealthspire Advisors (Maryland)’s United Therapeutics UTHR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-42
Closed -$5K – 1964
2019
Q1 		$5K Buy
42
+2
+5% +$233 ﹤0.01% 1852
2018
Q4 		$4K Buy
40
+20
+100% +$2.32K ﹤0.01% 1873
2018
Q3 		$3K Buy
20
+16
+400% +$1.98K ﹤0.01% 2080
2018
Q2 		$0 Sell
4
-14
-78% -$1.54K ﹤0.01% 2586
2018
Q1 		$2K Sell
18
-5
-22% -$635 ﹤0.01% 2219
2017
Q4 		$3K Buy
23
+3
+15% +$381 ﹤0.01% 2031
2017
Q3 		$2K Buy
20
+5
+33% +$639 ﹤0.01% 2018
2017
Q2 		$2K Hold
15
– – ﹤0.01% 2015
2017
Q1 		$2K Buy
15
+11
+275% +$1.67K ﹤0.01% 1720
2016
Q4 		$1K Hold
4
– – ﹤0.01% 1683
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1808
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1810
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1846
2015
Q4 		$1K Buy
+4
New +$582 ﹤0.01% 1658

Other funds holding UTHR

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
Renaissance Technologies
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UTHR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of United Therapeutics (UTHR) in Q2 2019, closing a stake of 42 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in UTHR in Q4 2015 and held it in 14 quarters. The position peaked at $5K in Q1 2019. 320 funds tracked by Wall St. Rank hold UTHR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining United Therapeutics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 42 United Therapeutics shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in United Therapeutics in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s United Therapeutics position peaked at $5K in Q1 2019.
  • 320 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.