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Money Concepts Capital’s Union Bankshares UNB Stock Holding History

Money Concepts Capital’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,612
Closed -$183K – 2748
2022
Q4 		$183K Buy
+7,612
New +$183K 0.01% 724

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CCMINC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's UNB Position: Q1 2023 in Review

Money Concepts Capital sold out of Union Bankshares (UNB) in Q1 2023, closing a stake of 7,612 shares — an estimated $183K sold.

Money Concepts Capital first reported a position in UNB in Q4 2022 and held it in 1 quarter. The position peaked at $183K in Q4 2022. 26 funds tracked by Wall St. Rank hold UNB as of Q1 2023.

  • Money Concepts Capital reported no remaining Union Bankshares position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7,612 Union Bankshares shares in Q1 2023, an estimated $183K.
  • Money Concepts Capital first reported a position in Union Bankshares in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Union Bankshares position peaked at $183K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.