SFS
UCB

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

Sowell 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
2021
Q2 		– Sell
-176
Closed -$6K – 2825
2021
Q1 		$6K Buy
+176
New +$5.78K ﹤0.01% 2558

Other funds holding UCB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's UCB Position: Q2 2021 in Review

Sowell Financial Services sold out of United Community Banks (UCB) in Q2 2021, closing a stake of 176 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in UCB in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 226 funds tracked by Wall St. Rank hold UCB as of Q2 2021.

  • Sowell Financial Services reported no remaining United Community Banks position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 176 United Community Banks shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in United Community Banks in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's United Community Banks position peaked at $6K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.