BDO Wealth Advisors’s United Community Banks UCB Stock Holding History

BDO Wealth Advisors’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 Q2	$7.32K	Hold	293	–	–	﹤0.01%	739
2023 Q1	$8.24K	Hold	293	–	–	﹤0.01%	740
2022 Q4	$9.9K	Hold	293	–	–	﹤0.01%	682
2022 Q3	$10K	Hold	293	–	–	﹤0.01%	717
2022 Q2	$9K	Hold	293	–	–	﹤0.01%	706
2022 Q1	$10K	Hold	293	–	–	﹤0.01%	745
2021 Q4	$11K	Hold	293	–	–	﹤0.01%	723
2021 Q3	$10K	Hold	293	–	–	﹤0.01%	738
2021 Q2	$9K	Hold	293	–	–	﹤0.01%	781
2021 Q1	$10K	Hold	293	–	–	﹤0.01%	740
2020 Q4	$8K	Buy	+293	New	+$6.92K	﹤0.01%	584

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

BDO Wealth Advisors's UCB Position: Q2 2023 in Review

BDO Wealth Advisors held its United Community Banks (UCB) position steady in Q2 2023 at 293 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

BDO Wealth Advisors first reported a position in UCB in Q4 2020 and has held it in 11 quarters since. The position peaked at $11K in Q4 2021. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

BDO Wealth Advisors held 293 shares of United Community Banks worth $7.32K as of Q2 2023.
BDO Wealth Advisors left its United Community Banks share count unchanged in Q2 2023.
United Community Banks made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #739 holding.
BDO Wealth Advisors first reported a position in United Community Banks in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's United Community Banks position peaked at $11K in Q4 2021.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.