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OneAscent Wealth Management’s United Microelectronic UMC Stock Holding History

OneAscent Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,303
Closed -$110K – 192
2022
Q2 		$110K Buy
16,303
+1,441
+10% +$11.8K 0.06% 179
2022
Q1 		$136K Buy
14,862
+1,197
+9% +$11.9K 0.07% 206
2021
Q4 		$160K Buy
+13,665
New +$152K 0.4% 81
2021
Q1 		$177K Sell
19,424
-15,151
-44% -$140K 0.08% 209
2020
Q4 		$291K Buy
+34,575
New +$226K 0.13% 157

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OneAscent Wealth Management's UMC Position: Q3 2022 in Review

OneAscent Wealth Management sold out of United Microelectronic (UMC) in Q3 2022, closing a stake of 16,303 shares — an estimated $110K sold.

OneAscent Wealth Management first reported a position in UMC in Q4 2020 and held it in 5 quarters. The position peaked at $291K in Q4 2020. 226 funds tracked by Wall St. Rank hold UMC as of Q3 2022.

  • OneAscent Wealth Management reported no remaining United Microelectronic position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 16,303 United Microelectronic shares in Q3 2022, an estimated $110K.
  • OneAscent Wealth Management first reported a position in United Microelectronic in Q4 2020 and held it in 5 quarters.
  • OneAscent Wealth Management's United Microelectronic position peaked at $291K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.