Harvest Group Wealth Management’s United Community Banks UCB Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-20	Closed	-$1K	–	747
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	589
2020 Q3	$0	Buy	+20	New	+$360	﹤0.01%	853
2020 Q2	–	Sell	-8	Closed	–	–	892
2020 Q1	$0	Sell	8 -232	-97%	-$5.99K	﹤0.01%	1067
2019 Q4	$7K	Hold	240	–	–	0.01%	305
2019 Q3	$7K	Hold	240	–	–	0.01%	332
2019 Q2	$6K	Hold	240	–	–	0.01%	329
2019 Q1	$6K	Buy	+240	New	+$6.23K	0.01%	363

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Group Wealth Management's UCB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UCB in Q1 2019 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

Harvest Group Wealth Management reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 20 United Community Banks shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in United Community Banks in Q1 2019 and held it in 7 quarters.
Harvest Group Wealth Management's United Community Banks position peaked at $7K in Q4 2019.
225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.