United Capital Financial Advisors’s Audacy, Inc. AUD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,050	Closed	-$4K	–	1124
2022 Q3	$4K	Buy	10,050 +35	+0.3%	+$21	﹤0.01%	1081
2022 Q2	$9K	Buy	10,015 +15	+0.2%	+$30	﹤0.01%	1113
2022 Q1	$29K	Sell	10,000 -20	-0.2%	-$53	﹤0.01%	1149
2021 Q4	$26K	Buy	10,020 +20	+0.2%	+$62	﹤0.01%	1191
2021 Q3	$37K	Hold	10,000	–	–	﹤0.01%	1187
2021 Q2	$43K	Sell	10,000 -1,355	-12%	-$6.22K	﹤0.01%	1209
2021 Q1	$60K	Buy	11,355 +1,355	+14%	+$6.59K	﹤0.01%	1168
2020 Q4	$25K	Sell	10,000 -13,000	-57%	-$26.6K	﹤0.01%	1181
2020 Q3	$37K	Hold	23,000	–	–	﹤0.01%	1139
2020 Q2	$32K	Hold	23,000	–	–	﹤0.01%	1171
2020 Q1	$39K	Hold	23,000	–	–	﹤0.01%	1152
2019 Q4	$107K	Hold	23,000	–	–	﹤0.01%	1323
2019 Q3	$77K	Buy	23,000 +13,000	+130%	+$58.3K	﹤0.01%	1255
2019 Q2	$58K	Hold	10,000	–	–	﹤0.01%	1426
2019 Q1	$52K	Buy	+10,000	New	+$66.2K	﹤0.01%	1330

Other funds holding AUD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HPCM

Hein Park Capital Management New York $61.3M AUM 14.47% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's AUD Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Audacy, Inc. (AUD) in Q4 2022, closing a stake of 10,050 shares — an estimated $4K sold.

United Capital Financial Advisors first reported a position in AUD in Q1 2019 and held it in 15 quarters. The position peaked at $107K in Q4 2019. 105 funds tracked by Wall St. Rank hold AUD as of Q4 2022.

United Capital Financial Advisors reported no remaining Audacy, Inc. position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 10,050 Audacy, Inc. shares in Q4 2022, an estimated $4K.
United Capital Financial Advisors first reported a position in Audacy, Inc. in Q1 2019 and held it in 15 quarters.
United Capital Financial Advisors's Audacy, Inc. position peaked at $107K in Q4 2019.
105 funds tracked by Wall St. Rank held Audacy, Inc. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.