Laurel Wealth Advisors (North Carolina)’s United Community Banks UCB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-4,077	Closed	-$119K	–	654
2023 Q4	$119K	Hold	4,077	–	–	0.02%	213
2023 Q3	$104K	Hold	4,077	–	–	0.02%	217
2023 Q2	$102K	Hold	4,077	–	–	0.02%	222
2023 Q1	$115K	Hold	4,077	–	–	0.02%	208
2022 Q4	$138K	Hold	4,077	–	–	0.03%	181
2022 Q3	$135K	Hold	4,077	–	–	0.03%	183
2022 Q2	$123K	Hold	4,077	–	–	0.03%	191
2022 Q1	$142K	Hold	4,077	–	–	0.03%	194
2021 Q4	$147K	Buy	+4,077	New	+$142K	0.03%	188

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

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

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

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

SCM

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

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

Laurel Wealth Advisors (North Carolina)'s UCB Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 4,077 shares — an estimated $119K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UCB in Q4 2021 and held it in 9 quarters. The position peaked at $147K in Q4 2021. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 4,077 United Community Banks shares in Q1 2024, an estimated $119K.
Laurel Wealth Advisors (North Carolina) first reported a position in United Community Banks in Q4 2021 and held it in 9 quarters.
Laurel Wealth Advisors (North Carolina)'s United Community Banks position peaked at $147K in Q4 2021.
270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.