AWM
UCB

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

Avior 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
-587
Closed -$15.4K – 3790
2024
Q1 		$15.4K Buy
+587
New +$15.8K ﹤0.01% 1712
2023
Q2 		– Sell
-182
Closed -$5.12K – 1686
2023
Q1 		$5.12K Buy
+182
New +$5.75K ﹤0.01% 1194

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

Avior Wealth Management's UCB Position: Q2 2024 in Review

Avior Wealth Management sold out of United Community Banks (UCB) in Q2 2024, closing a stake of 587 shares — an estimated $15.4K sold.

Avior Wealth Management first reported a position in UCB in Q1 2023 and held it in 2 quarters. The position peaked at $15.4K in Q1 2024. 258 funds tracked by Wall St. Rank hold UCB as of Q2 2024.

  • Avior Wealth Management reported no remaining United Community Banks position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 587 United Community Banks shares in Q2 2024, an estimated $15.4K.
  • Avior Wealth Management first reported a position in United Community Banks in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's United Community Banks position peaked at $15.4K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held United Community Banks as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.