FCA
UCB

FinTrust Capital Advisors’s United Community Banks UCB Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$132K Sell
4,523
-46
-1% -$1.32K 0.02% 380
2024
Q2 		$116K Buy
4,569
+46
+1% +$1.17K 0.02% 376
2024
Q1 		$119K Buy
4,523
+30
+0.7% +$810 0.02% 359
2023
Q4 		$131K Buy
4,493
+500
+13% +$12.8K 0.03% 325
2023
Q3 		$101K Sell
3,993
-25
-0.6% -$677 0.02% 336
2023
Q2 		$136K Hold
4,018
– – 0.03% 310
2023
Q1 		$136K Hold
4,018
– – 0.03% 309
2022
Q4 		$136K Sell
4,018
-261
-6% -$9.47K 0.03% 308
2022
Q3 		$157K Buy
4,279
+9
+0.2% +$299 0.04% 298
2022
Q2 		$137K Buy
4,270
+483
+13% +$14.9K 0.03% 327
2022
Q1 		$131K Buy
3,787
+71
+2% +$2.61K 0.03% 365
2021
Q4 		$134K Buy
3,716
+200
+6% +$6.99K 0.03% 366
2021
Q3 		$115K Hold
3,516
– – 0.03% 385
2021
Q2 		$113K Sell
3,516
-14
-0.4% -$471 0.03% 393
2021
Q1 		$120K Sell
3,530
-13
-0.4% -$427 0.03% 373
2020
Q4 		$101K Hold
3,543
– – 0.03% 385
2020
Q3 		$60 Buy
3,543
+462
+15% +$8.31K 0.01% 452
2020
Q2 		$62K Sell
3,081
-6,052
-66% -$116K 0.02% 432
2020
Q1 		$167K Buy
9,133
+2,426
+36% +$62.6K 0.08% 203
2019
Q4 		$207K Hold
6,707
– – 0.08% 205
2019
Q3 		$190K Buy
6,707
+3,116
+87% +$85.5K 0.06% 229
2019
Q2 		$103K Buy
3,591
+240
+7% +$6.55K 0.04% 286
2019
Q1 		$83K Sell
3,351
-2,214
-40% -$57.5K 0.03% 303
2018
Q4 		$119K Buy
+5,565
New +$137K 0.06% 244

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FinTrust Capital Advisors's UCB Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its United Community Banks (UCB) stake by 1% in Q3 2024, selling an estimated $1.32K and leaving 4,523 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #380.

FinTrust Capital Advisors first reported a position in UCB in Q4 2018 and has held it in 24 quarters since. The position peaked at $207K in Q4 2019. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

  • FinTrust Capital Advisors held 4,523 shares of United Community Banks worth $132K as of Q3 2024.
  • FinTrust Capital Advisors sold 46 United Community Banks shares in Q3 2024, an estimated $1.32K.
  • United Community Banks made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #380 holding.
  • FinTrust Capital Advisors first reported a position in United Community Banks in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's United Community Banks position peaked at $207K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.