FGAM
UCB

Financial Gravity Asset Management’s United Community Banks UCB Stock Holding History

Financial Gravity 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
2021
Q3 		– Sell
-1
Closed -$32K – 1021
2021
Q2 		$32K Buy
+1
New +$34 0.01% 697
2019
Q4 		$31K Buy
+10
New +$302 0.02% 859
2019
Q2 		– Sell
-25
Closed -$1K – 1713
2019
Q1 		$1K Buy
+25
New +$649 ﹤0.01% 1226

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's UCB Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 1 share — an estimated $32K sold.

Financial Gravity Asset Management first reported a position in UCB in Q1 2019 and held it in 3 quarters. The position peaked at $32K in Q2 2021. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 United Community Banks share in Q3 2021, an estimated $32K.
  • Financial Gravity Asset Management first reported a position in United Community Banks in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's United Community Banks position peaked at $32K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.