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 $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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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.