MGWM
UCB

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

Marks 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
2022
Q2 		– Sell
-5,895
Closed -$205K – 313
2022
Q1 		$205K Buy
+5,895
New +$217K 0.03% 296

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marks Group Wealth Management's UCB Position: Q2 2022 in Review

Marks Group Wealth Management sold out of United Community Banks (UCB) in Q2 2022, closing a stake of 5,895 shares — an estimated $205K sold.

Marks Group Wealth Management first reported a position in UCB in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

  • Marks Group Wealth Management reported no remaining United Community Banks position as of Q2 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 5,895 United Community Banks shares in Q2 2022, an estimated $205K.
  • Marks Group Wealth Management first reported a position in United Community Banks in Q1 2022 and held it in 1 quarter.
  • Marks Group Wealth Management's United Community Banks position peaked at $205K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.