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WR Wealth Planners’s United Therapeutics UTHR Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-25
Closed -$8.96K – 1186
2024
Q3 		$8.96K Hold
25
– – ﹤0.01% 648
2024
Q2 		$7.96K Hold
25
– – ﹤0.01% 641
2024
Q1 		$5.74K Buy
+25
New +$5.64K ﹤0.01% 692
2023
Q4 		– Sell
-25
Closed -$5.65K – 826
2023
Q3 		$5.65K Hold
25
– – ﹤0.01% 664
2023
Q2 		$5.52K Sell
25
-10
-29% -$2.21K ﹤0.01% 666
2023
Q1 		$7.84K Buy
35
+10
+40% +$2.46K ﹤0.01% 609
2022
Q4 		$6.95K Hold
25
– – ﹤0.01% 303
2022
Q3 		$5.24K Hold
25
– – ﹤0.01% 309
2022
Q2 		$5.89K Hold
25
– – ﹤0.01% 330
2022
Q1 		$4.49K Buy
+25
New +$4.76K ﹤0.01% 367

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WR Wealth Planners's UTHR Position: Q4 2024 in Review

WR Wealth Planners sold out of United Therapeutics (UTHR) in Q4 2024, closing a stake of 25 shares — an estimated $8.96K sold.

WR Wealth Planners first reported a position in UTHR in Q1 2022 and held it in 10 quarters. The position peaked at $8.96K in Q3 2024. 672 funds tracked by Wall St. Rank hold UTHR as of Q4 2024.

  • WR Wealth Planners reported no remaining United Therapeutics position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 25 United Therapeutics shares in Q4 2024, an estimated $8.96K.
  • WR Wealth Planners first reported a position in United Therapeutics in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's United Therapeutics position peaked at $8.96K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.