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

TCI 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 Q2	–	Sell	-5	Closed	-$141	–	2321
2023 Q1	$141	Sell	5 -650	-99%	-$20.5K	﹤0.01%	2375
2022 Q4	$22.1K	Sell	655 -60	-8%	-$2.18K	﹤0.01%	652
2022 Q3	$24K	Buy	715 +6	+0.8%	+$199	﹤0.01%	586
2022 Q2	$21K	Buy	+709	New	+$21.8K	﹤0.01%	635
2021 Q3	–	Sell	-150	Closed	-$5K	–	2598
2021 Q2	$5K	Buy	+150	New	+$5.05K	﹤0.01%	1501
2018 Q4	–	Sell	-18	Closed	-$1K	–	1690
2018 Q3	$1K	Sell	18 -34	-65%	-$1.03K	﹤0.01%	1363
2018 Q2	$2K	Buy	+52	New	+$1.69K	﹤0.01%	1170

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

TCI Wealth Advisors's UCB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 5 shares — an estimated $141 sold.

TCI Wealth Advisors first reported a position in UCB in Q2 2018 and held it in 7 quarters. The position peaked at $24K in Q3 2022. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

TCI Wealth Advisors reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 United Community Banks shares in Q2 2023, an estimated $141.
TCI Wealth Advisors first reported a position in United Community Banks in Q2 2018 and held it in 7 quarters.
TCI Wealth Advisors's United Community Banks position peaked at $24K in Q3 2022.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.