TWP
UCB

TFO Wealth Partners’s United Community Banks UCB Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-5
Closed -$132 – 777
2024
Q1 		$132 Hold
5
– – ﹤0.01% 590
2023
Q4 		$146 Hold
5
– – ﹤0.01% 727
2023
Q3 		$125 Hold
5
– – ﹤0.01% 943
2023
Q2 		$125 Hold
5
– – ﹤0.01% 620
2023
Q1 		$141 Buy
5
+4
+400% +$126 ﹤0.01% 569
2022
Q4 		$9 Buy
+1
New +$36 ﹤0.01% 922

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

TFO Wealth Partners's UCB Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Community Banks (UCB) in Q2 2024, closing a stake of 5 shares — an estimated $132 sold.

TFO Wealth Partners first reported a position in UCB in Q4 2022 and held it in 6 quarters. The position peaked at $146 in Q4 2023. 258 funds tracked by Wall St. Rank hold UCB as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Community Banks position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 United Community Banks shares in Q2 2024, an estimated $132.
  • TFO Wealth Partners first reported a position in United Community Banks in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's United Community Banks position peaked at $146 in Q4 2023.
  • 258 funds tracked by Wall St. Rank held United Community Banks as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.