CWP
UCB

Concord Wealth Partners’s United Community Banks UCB Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-39
Closed -$1K – 1213
2022
Q2 		$1K Buy
39
+9
+30% +$277 ﹤0.01% 1215
2022
Q1 		$1K Hold
30
– – ﹤0.01% 1264
2021
Q4 		$1K Hold
30
– – ﹤0.01% 1279
2021
Q3 		$1K Sell
30
-3
-9% -$90 ﹤0.01% 877
2021
Q2 		$1K Hold
33
– – ﹤0.01% 1019
2021
Q1 		$1K Buy
+33
New +$1.08K ﹤0.01% 976

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concord Wealth Partners's UCB Position: Q3 2022 in Review

Concord Wealth Partners sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 39 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in UCB in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

  • Concord Wealth Partners reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 39 United Community Banks shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in United Community Banks in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's United Community Banks position peaked at $1K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.