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

ICA 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
2024 Q2	$1.94K	Hold	76	–	–	﹤0.01%	692
2024 Q1	$2K	Hold	76	–	–	﹤0.01%	1179
2023 Q4	$2.22K	Buy	+76	New	+$1.94K	﹤0.01%	1166
2023 Q3	–	Sell	-76	Closed	-$1.9K	–	1281
2023 Q2	$1.9K	Hold	76	–	–	﹤0.01%	1136
2023 Q1	$2.14K	Hold	76	–	–	﹤0.01%	1073
2022 Q4	$2.47K	Buy	+76	New	+$2.76K	﹤0.01%	1088

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

ICA Group Wealth Management's UCB Position: Q2 2024 in Review

ICA Group Wealth Management held its United Community Banks (UCB) position steady in Q2 2024 at 76 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

ICA Group Wealth Management first reported a position in UCB in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.47K in Q4 2022. 258 funds tracked by Wall St. Rank hold UCB as of Q2 2024.

ICA Group Wealth Management held 76 shares of United Community Banks worth $1.94K as of Q2 2024.
ICA Group Wealth Management left its United Community Banks share count unchanged in Q2 2024.
United Community Banks made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #692 holding.
ICA Group Wealth Management first reported a position in United Community Banks in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's United Community Banks position peaked at $2.47K in Q4 2022.
258 funds tracked by Wall St. Rank held United Community Banks as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.