BAM
UCB

Belpointe Asset Management’s United Community Banks UCB Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,385
Closed -$38.9K – 3481
2023
Q1 		$38.9K Buy
1,385
+735
+113% +$23.2K ﹤0.01% 1863
2022
Q4 		$22K Buy
+650
New +$23.6K ﹤0.01% 2114

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Belpointe Asset Management's UCB Position: Q2 2023 in Review

Belpointe Asset Management sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 1,385 shares — an estimated $38.9K sold.

Belpointe Asset Management first reported a position in UCB in Q4 2022 and held it in 2 quarters. The position peaked at $38.9K in Q1 2023. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

  • Belpointe Asset Management reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,385 United Community Banks shares in Q2 2023, an estimated $38.9K.
  • Belpointe Asset Management first reported a position in United Community Banks in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's United Community Banks position peaked at $38.9K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.