FAP
UCB

Financial Advisory Partners’s United Community Banks UCB Stock Holding History

Financial Advisory 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
2023
Q1 		– Sell
-6,600
Closed -$223K – 70
2022
Q4 		$223K Hold
6,600
– – 0.09% 66
2022
Q3 		$218K Buy
+6,600
New +$219K 0.1% 64
2022
Q2 		– Sell
-6,600
Closed -$230K – 73
2022
Q1 		$230K Buy
+6,600
New +$243K 0.08% 69

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advisory Partners's UCB Position: Q1 2023 in Review

Financial Advisory Partners sold out of United Community Banks (UCB) in Q1 2023, closing a stake of 6,600 shares — an estimated $223K sold.

Financial Advisory Partners first reported a position in UCB in Q1 2022 and held it in 3 quarters. The position peaked at $230K in Q1 2022. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

  • Financial Advisory Partners reported no remaining United Community Banks position as of Q1 2023 after selling out during the quarter.
  • Financial Advisory Partners sold 6,600 United Community Banks shares in Q1 2023, an estimated $223K.
  • Financial Advisory Partners first reported a position in United Community Banks in Q1 2022 and held it in 3 quarters.
  • Financial Advisory Partners's United Community Banks position peaked at $230K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Financial Advisory Partners's 13F filing for Q1 2023, filed 4 Oct 2023.