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Redmont Wealth Advisors’s United Fire Group UFCS Stock Holding History

Redmont Wealth Advisors’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,917
Closed -$396K – 70
2023
Q1 		$396K Buy
14,917
+1,067
+8% +$30.4K 0.8% 41
2022
Q4 		$379K Buy
13,850
+1,063
+8% +$31K 0.44% 64
2022
Q3 		$367K Buy
12,787
+1,747
+16% +$53.9K 0.48% 51
2022
Q2 		$378K Buy
+11,040
New +$344K 0.46% 49

Other funds holding UFCS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Redmont Wealth Advisors's UFCS Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of United Fire Group (UFCS) in Q2 2023, closing a stake of 14,917 shares — an estimated $396K sold.

Redmont Wealth Advisors first reported a position in UFCS in Q2 2022 and held it in 4 quarters. The position peaked at $396K in Q1 2023. 119 funds tracked by Wall St. Rank hold UFCS as of Q2 2023.

  • Redmont Wealth Advisors reported no remaining United Fire Group position as of Q2 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 14,917 United Fire Group shares in Q2 2023, an estimated $396K.
  • Redmont Wealth Advisors first reported a position in United Fire Group in Q2 2022 and held it in 4 quarters.
  • Redmont Wealth Advisors's United Fire Group position peaked at $396K in Q1 2023.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.