AEPWM
UCB

Atlantic Edge Private Wealth Management’s United Community Banks UCB Stock Holding History

Atlantic Edge Private 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
Q2 		– Sell
-293
Closed -$7.71K – 516
2024
Q1 		$7.71K Hold
293
– – ﹤0.01% 342
2023
Q4 		$8.57K Buy
+293
New +$7.48K ﹤0.01% 307

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UCB Position: Q2 2024 in Review

Atlantic Edge Private Wealth Management sold out of United Community Banks (UCB) in Q2 2024, closing a stake of 293 shares — an estimated $7.71K sold.

Atlantic Edge Private Wealth Management first reported a position in UCB in Q4 2023 and held it in 2 quarters. The position peaked at $8.57K in Q4 2023. 258 funds tracked by Wall St. Rank hold UCB as of Q2 2024.

  • Atlantic Edge Private Wealth Management reported no remaining United Community Banks position as of Q2 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 293 United Community Banks shares in Q2 2024, an estimated $7.71K.
  • Atlantic Edge Private Wealth Management first reported a position in United Community Banks in Q4 2023 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's United Community Banks position peaked at $8.57K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held United Community Banks as of Q2 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.