UCFA
AUUD

United Capital Financial Advisors’s Auddia AUUD Stock Holding History

United Capital Financial Advisors’s Portfolio AUUD Stock Details AUUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-72
Closed -$168K – 897
2023
Q1 		$168K Hold
72
– – ﹤0.01% 936
2022
Q4 		$227K Hold
72
– – ﹤0.01% 953
2022
Q3 		$315K Hold
72
– – ﹤0.01% 893
2022
Q2 		$206K Hold
72
– – ﹤0.01% 1055
2022
Q1 		$483K Buy
+72
New +$418K ﹤0.01% 840

Other funds holding AUUD

AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's AUUD Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Auddia (AUUD) in Q2 2023, closing a stake of 72 shares — an estimated $168K sold.

United Capital Financial Advisors first reported a position in AUUD in Q1 2022 and held it in 5 quarters. The position peaked at $483K in Q1 2022. 14 funds tracked by Wall St. Rank hold AUUD as of Q2 2023.

  • United Capital Financial Advisors reported no remaining Auddia position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 72 Auddia shares in Q2 2023, an estimated $168K.
  • United Capital Financial Advisors first reported a position in Auddia in Q1 2022 and held it in 5 quarters.
  • United Capital Financial Advisors's Auddia position peaked at $483K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Auddia as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.