SeaCrest Wealth Management’s United Community Banks UCB Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-15,280	Closed	-$549K	–	772
2021 Q4	$549K	Sell	15,280 -4,132	-21%	-$144K	0.06%	327
2021 Q3	$637K	Sell	19,412 -629	-3%	-$18.9K	0.08%	269
2021 Q2	$642K	Buy	+20,041	New	+$675K	0.08%	280
2019 Q2	–	Sell	-69	Closed	-$2K	–	1896
2019 Q1	$2K	Hold	69	–	–	﹤0.01%	1955
2018 Q4	$1K	Hold	69	–	–	﹤0.01%	2084
2018 Q3	$2K	Hold	69	–	–	﹤0.01%	2098
2018 Q2	$2K	Hold	69	–	–	﹤0.01%	2043
2018 Q1	$2K	Hold	69	–	–	﹤0.01%	2021
2017 Q4	$2K	Buy	+69	New	+$1.93K	﹤0.01%	2033

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SeaCrest Wealth Management's UCB Position: Q1 2022 in Review

SeaCrest Wealth Management sold out of United Community Banks (UCB) in Q1 2022, closing a stake of 15,280 shares — an estimated $549K sold.

SeaCrest Wealth Management first reported a position in UCB in Q4 2017 and held it in 9 quarters. The position peaked at $642K in Q2 2021. 256 funds tracked by Wall St. Rank hold UCB as of Q1 2022.

SeaCrest Wealth Management reported no remaining United Community Banks position as of Q1 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 15,280 United Community Banks shares in Q1 2022, an estimated $549K.
SeaCrest Wealth Management first reported a position in United Community Banks in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's United Community Banks position peaked at $642K in Q2 2021.
256 funds tracked by Wall St. Rank held United Community Banks as of Q1 2022.

Based on SeaCrest Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.