SWA
UCB

Sutton Wealth Advisors’s United Community Banks UCB Stock Holding History

Sutton Wealth 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
2023
Q3 		$214K Hold
8,405
– – 0.11% 104
2023
Q2 		$210K Buy
+8,405
New +$209K 0.1% 103
2023
Q1 		– Sell
-2,385
Closed -$80.6K – 1598
2022
Q4 		$80.6K Hold
2,385
– – 0.03% 285
2022
Q3 		$78.9K Hold
2,385
– – 0.03% 282
2022
Q2 		$72K Sell
2,385
-23
-1% -$708 0.03% 292
2022
Q1 		$83.8K Buy
2,408
+18
+0.8% +$663 0.03% 281
2021
Q4 		$85.9K Buy
2,390
+22
+0.9% +$769 0.03% 291
2021
Q3 		$77.7K Hold
2,368
– – 0.03% 290
2021
Q2 		$75.8K Hold
2,368
– – 0.03% 299
2021
Q1 		$80.8K Hold
2,368
– – 0.03% 270
2020
Q4 		$67.3K Hold
2,368
– – 0.03% 287
2020
Q3 		$40.1K Hold
2,368
– – 0.02% 346
2020
Q2 		$47.6K Sell
2,368
-96
-4% -$1.84K 0.02% 312
2020
Q1 		$45.1K Buy
2,464
+1,056
+75% +$27.3K 0.03% 289
2019
Q4 		$43.5K Hold
1,408
– – 0.02% 342
2019
Q3 		$39.9K Hold
1,408
– – 0.02% 361
2019
Q2 		$40.2K Hold
1,408
– – 0.02% 357
2019
Q1 		$35.1K Hold
1,408
– – 0.02% 388
2018
Q4 		$30.2K Hold
1,408
– – 0.02% 393
2018
Q3 		$39.3K Hold
1,408
– – 0.03% 340
2018
Q2 		$43.2K Hold
1,408
– – 0.03% 326
2018
Q1 		$44.6K Hold
1,408
– – 0.03% 301
2017
Q4 		$39.6K Hold
1,408
– – 0.03% 337
2017
Q3 		$40.2K Hold
1,408
– – 0.03% 323
2017
Q2 		$39.1K Hold
1,408
– – 0.03% 311
2017
Q1 		$39K Hold
1,408
– – 0.03% 305
2016
Q4 		$41.7K Hold
1,408
– – 0.04% 294
2016
Q3 		$29.6K Hold
1,408
– – 0.03% 359
2016
Q2 		$25.8K Buy
+1,408
New +$27.2K 0.02% 380

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

Sutton Wealth Advisors's UCB Position: Q3 2023 in Review

Sutton Wealth Advisors held its United Community Banks (UCB) position steady in Q3 2023 at 8,405 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #104.

Sutton Wealth Advisors first reported a position in UCB in Q2 2016 and has held it in 29 quarters since. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Sutton Wealth Advisors held 8,405 shares of United Community Banks worth $214K as of Q3 2023.
  • Sutton Wealth Advisors left its United Community Banks share count unchanged in Q3 2023.
  • United Community Banks made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #104 holding.
  • Sutton Wealth Advisors first reported a position in United Community Banks in Q2 2016 and has held it in 29 quarters since.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.