AWM
UCB

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

Axxcess 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
Q3 		– Sell
-116,357
Closed -$2.91M – 855
2023
Q2 		$2.91M Buy
116,357
+875
+0.8% +$21.7K 0.21% 98
2023
Q1 		$3.25M Buy
115,482
+82,830
+254% +$2.62M 0.25% 89
2022
Q4 		$1.1M Sell
32,652
-611
-2% -$22.2K 0.09% 208
2022
Q3 		$1.1M Buy
33,263
+743
+2% +$24.7K 0.1% 176
2022
Q2 		$982K Buy
32,520
+1,069
+3% +$32.9K 0.09% 189
2022
Q1 		$1.09M Buy
31,451
+9,730
+45% +$358K 0.09% 202
2021
Q4 		$781K Buy
+21,721
New +$759K 0.06% 264

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Axxcess Wealth Management's UCB Position: Q3 2023 in Review

Axxcess Wealth Management sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 116,357 shares — an estimated $2.91M sold.

Axxcess Wealth Management first reported a position in UCB in Q4 2021 and held it in 7 quarters. The position peaked at $3.25M in Q1 2023. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Axxcess Wealth Management reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 116,357 United Community Banks shares in Q3 2023, an estimated $2.91M.
  • Axxcess Wealth Management first reported a position in United Community Banks in Q4 2021 and held it in 7 quarters.
  • Axxcess Wealth Management's United Community Banks position peaked at $3.25M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.