UCFA
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United Capital Financial Advisors’s Blend Labs BLND Stock Holding History

United Capital Financial Advisors’s Portfolio BLND Stock Details BLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,682
Closed -$37K – 1047
2022
Q3 		$37K Sell
16,682
-5,600
-25% -$15.9K ﹤0.01% 1069
2022
Q2 		$53K Buy
+22,282
New +$83.3K ﹤0.01% 1101

Other funds holding BLND

LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
G1
Greylock 15 Menlo Park, California $85.6M AUM 199.44% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Blend Labs (BLND) in Q4 2022, closing a stake of 16,682 shares — an estimated $37K sold.

United Capital Financial Advisors first reported a position in BLND in Q2 2022 and held it in 2 quarters. The position peaked at $53K in Q2 2022. 121 funds tracked by Wall St. Rank hold BLND as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Blend Labs position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,682 Blend Labs shares in Q4 2022, an estimated $37K.
  • United Capital Financial Advisors first reported a position in Blend Labs in Q2 2022 and held it in 2 quarters.
  • United Capital Financial Advisors's Blend Labs position peaked at $53K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Blend Labs as of Q4 2022.

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