AWM
UCB

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

Aprio 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
2024
Q1 		– Sell
-19,938
Closed -$583K – 263
2023
Q4 		$583K Hold
19,938
– – 0.13% 86
2023
Q3 		$507K Hold
19,938
– – 0.14% 82
2023
Q2 		$498K Buy
19,938
+250
+1% +$6.2K 0.14% 78
2023
Q1 		$554K Hold
19,688
– – 0.17% 61
2022
Q4 		$665K Hold
19,688
– – 0.23% 50
2022
Q3 		$652K Buy
+19,688
New +$655K 0.26% 49

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aprio Wealth Management's UCB Position: Q1 2024 in Review

Aprio Wealth Management sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 19,938 shares — an estimated $583K sold.

Aprio Wealth Management first reported a position in UCB in Q3 2022 and held it in 6 quarters. The position peaked at $665K in Q4 2022. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

  • Aprio Wealth Management reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 19,938 United Community Banks shares in Q1 2024, an estimated $583K.
  • Aprio Wealth Management first reported a position in United Community Banks in Q3 2022 and held it in 6 quarters.
  • Aprio Wealth Management's United Community Banks position peaked at $665K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Aprio Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.