Patriot Financial Group Insurance Agency’s United Community Banks UCB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-247	Closed	-$7K	–	2005
2022 Q2	$7K	Sell	247 -52	-17%	-$1.6K	﹤0.01%	1401
2022 Q1	$10K	Sell	299 -13	-4%	-$479	﹤0.01%	1384
2021 Q4	$11K	Hold	312	–	–	﹤0.01%	1471
2021 Q3	$10K	Buy	312 +52	+20%	+$1.56K	﹤0.01%	1497
2021 Q2	$8K	Hold	260	–	–	﹤0.01%	1531
2021 Q1	$9K	Hold	260	–	–	﹤0.01%	1400
2020 Q4	$7K	Hold	260	–	–	﹤0.01%	1345
2020 Q3	$4K	Hold	260	–	–	﹤0.01%	1328
2020 Q2	$5K	Sell	260 -14	-5%	-$268	﹤0.01%	1202
2020 Q1	$5K	Buy	+274	New	+$7.07K	﹤0.01%	1099

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Patriot Financial Group Insurance Agency's UCB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 247 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in UCB in Q1 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 247 United Community Banks shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in United Community Banks in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's United Community Banks position peaked at $11K in Q4 2021.
248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.