United Capital Financial Advisors’s ACV Auctions ACVA Stock Holding History

United Capital Financial Advisors’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,161	Closed	-$132K	–	1084
2022 Q2	$132K	Buy	20,161 +19	+0.1%	+$196	﹤0.01%	1080
2022 Q1	$298K	Sell	20,142 -19,984	-50%	-$278K	﹤0.01%	989
2021 Q4	$756K	Sell	40,126 -40,000	-50%	-$785K	﹤0.01%	752
2021 Q3	$1.43M	Buy	80,126 +56,345	+237%	+$1.2M	0.01%	593
2021 Q2	$610K	Buy	+23,781	New	+$693K	﹤0.01%	817

Other funds holding ACVA

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

United Capital Financial Advisors's ACVA Position: Q3 2022 in Review

United Capital Financial Advisors sold out of ACV Auctions (ACVA) in Q3 2022, closing a stake of 20,161 shares — an estimated $132K sold.

United Capital Financial Advisors first reported a position in ACVA in Q2 2021 and held it in 5 quarters. The position peaked at $1.43M in Q3 2021. 145 funds tracked by Wall St. Rank hold ACVA as of Q3 2022.

United Capital Financial Advisors reported no remaining ACV Auctions position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 20,161 ACV Auctions shares in Q3 2022, an estimated $132K.
United Capital Financial Advisors first reported a position in ACV Auctions in Q2 2021 and held it in 5 quarters.
United Capital Financial Advisors's ACV Auctions position peaked at $1.43M in Q3 2021.
145 funds tracked by Wall St. Rank held ACV Auctions as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.