Fieldpoint Private Securities’s United Community Banks UCB Stock Holding History

Fieldpoint Private Securities’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 Q2	$7K	Sell	240 -680	-74%	-$20.9K	﹤0.01%	842
2022 Q1	$32K	Hold	920	–	–	0.01%	706
2021 Q4	$33K	Buy	920 +30	+3%	+$1.05K	0.01%	725
2021 Q3	$29K	Hold	890	–	–	0.01%	719
2021 Q2	$27K	Sell	890 -20	-2%	-$673	0.01%	728
2021 Q1	$31K	Buy	910 +30	+3%	+$985	0.01%	683
2020 Q4	$25K	Buy	+880	New	+$20.8K	0.01%	633

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fieldpoint Private Securities's UCB Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its United Community Banks (UCB) stake by 74% in Q2 2022, selling an estimated $20.9K and leaving 240 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Fieldpoint Private Securities first reported a position in UCB in Q4 2020 and has held it in 7 quarters since. The position peaked at $33K in Q4 2021. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

Fieldpoint Private Securities held 240 shares of United Community Banks worth $7K as of Q2 2022.
Fieldpoint Private Securities sold 680 United Community Banks shares in Q2 2022, an estimated $20.9K.
United Community Banks made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #842 holding.
Fieldpoint Private Securities first reported a position in United Community Banks in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's United Community Banks position peaked at $33K in Q4 2021.
247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.