SFA
UCB

Sequoia Financial Advisors’s United Community Banks UCB Stock Holding History

Sequoia Financial Advisors’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
2024
Q1 		– Sell
-7,068
Closed -$207K – 1305
2023
Q4 		$207K Sell
7,068
-2,875
-29% -$73.4K ﹤0.01% 1095
2023
Q3 		$253K Buy
9,943
+1,128
+13% +$30.6K ﹤0.01% 760
2023
Q2 		$220K Sell
8,815
-498
-5% -$12.4K ﹤0.01% 827
2023
Q1 		$262K Sell
9,313
-2,889
-24% -$91.3K 0.01% 674
2022
Q4 		$412K Buy
12,202
+1,457
+14% +$52.9K 0.01% 484
2022
Q3 		$356K Buy
10,745
+268
+3% +$8.91K 0.01% 351
2022
Q2 		$316K Buy
10,477
+477
+5% +$14.7K 0.01% 425
2022
Q1 		$348K Sell
10,000
-1,672
-14% -$61.6K 0.01% 449
2021
Q4 		$419K Buy
+11,672
New +$408K 0.01% 365
2021
Q3 		– Sell
-20,353
Closed -$651K – 474
2021
Q2 		$651K Buy
20,353
+13,753
+208% +$463K 0.02% 242
2021
Q1 		$225K Buy
+6,600
New +$217K 0.01% 397

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sequoia Financial Advisors's UCB Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 7,068 shares — an estimated $207K sold.

Sequoia Financial Advisors first reported a position in UCB in Q1 2021 and held it in 11 quarters. The position peaked at $651K in Q2 2021. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,068 United Community Banks shares in Q1 2024, an estimated $207K.
  • Sequoia Financial Advisors first reported a position in United Community Banks in Q1 2021 and held it in 11 quarters.
  • Sequoia Financial Advisors's United Community Banks position peaked at $651K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.