PFS
UCB

Prospera Financial Services’s United Community Banks UCB Stock Holding History

Prospera Financial Services’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
-283
Closed -$9K – 1620
2022
Q2 		$9K Hold
283
– – ﹤0.01% 1373
2022
Q1 		$10K Buy
+283
New +$10.4K ﹤0.01% 2052

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Prospera Financial Services's UCB Position: Q3 2022 in Review

Prospera Financial Services sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 283 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in UCB in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

  • Prospera Financial Services reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 283 United Community Banks shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in United Community Banks in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's United Community Banks position peaked at $10K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.