NFSG
UCB

Newbridge Financial Services Group’s United Community Banks UCB Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-885
Closed -$28K – 1634
2021
Q2 		$28K Buy
885
+1
+0.1% +$34 0.02% 677
2021
Q1 		$30K Buy
+884
New +$29K 0.02% 585

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newbridge Financial Services Group's UCB Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 885 shares — an estimated $28K sold.

Newbridge Financial Services Group first reported a position in UCB in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q1 2021. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 885 United Community Banks shares in Q3 2021, an estimated $28K.
  • Newbridge Financial Services Group first reported a position in United Community Banks in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's United Community Banks position peaked at $30K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.