AWM
UCB

Accurate Wealth Management’s United Community Banks UCB Stock Holding History

Accurate Wealth Management’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55
Closed -$1.89K – 1524
2022
Q4 		$1.89K Buy
+55
New +$2K ﹤0.01% 1216

Other funds holding UCB

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accurate Wealth Management's UCB Position: Q1 2023 in Review

Accurate Wealth Management sold out of United Community Banks (UCB) in Q1 2023, closing a stake of 55 shares — an estimated $1.89K sold.

Accurate Wealth Management first reported a position in UCB in Q4 2022 and held it in 1 quarter. The position peaked at $1.89K in Q4 2022. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

  • Accurate Wealth Management reported no remaining United Community Banks position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 55 United Community Banks shares in Q1 2023, an estimated $1.89K.
  • Accurate Wealth Management first reported a position in United Community Banks in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's United Community Banks position peaked at $1.89K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.