United Capital Financial Advisors’s Cumberland Pharmaceuticals CPIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,246
| Closed | -$46K | – | 1133 |
|
|
2022
Q1 | $46K | Hold |
16,246
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q4 | $76K | Hold |
16,246
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q3 | $44K | Hold |
16,246
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q2 | $46K | Hold |
16,246
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q1 | $49K | Hold |
16,246
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q4 | $48K | Hold |
16,246
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q3 | $52K | Hold |
16,246
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q2 | $54K | Hold |
16,246
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q1 | $59K | Hold |
16,246
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q4 | $84K | Hold |
16,246
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $96K | Sell |
16,246
-566
| -3% | -$3.15K | ﹤0.01% | 1245 |
|
|
2019
Q2 | $107K | Buy |
16,812
+208
| +1% | +$1.26K | ﹤0.01% | 1405 |
|
|
2019
Q1 | $96K | Sell |
16,604
-22
| -0.1% | -$128 | ﹤0.01% | 1311 |
|
|
2018
Q4 | $105K | Hold |
16,626
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q3 | $95K | Hold |
16,626
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q2 | $102K | Hold |
16,626
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q1 | $111K | Hold |
16,626
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q4 | $123K | Sell |
16,626
-20,000
| -55% | -$147K | ﹤0.01% | 1271 |
|
|
2017
Q3 | $259K | Hold |
36,626
| – | – | ﹤0.01% | 1160 |
|
|
2017
Q2 | $259K | Hold |
36,626
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q1 | $254K | Hold |
36,626
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q4 | $201K | Sell |
36,626
-26,679
| -42% | -$139K | ﹤0.01% | 1187 |
|
|
2016
Q3 | $317K | Sell |
63,305
-9,521
| -13% | -$44.8K | ﹤0.01% | 1060 |
|
|
2016
Q2 | $364K | Buy |
72,826
+380
| +0.5% | +$1.74K | ﹤0.01% | 991 |
|
|
2016
Q1 | $325K | Hold |
72,446
| – | – | ﹤0.01% | 988 |
|
|
2015
Q4 | $381K | Hold |
72,446
| – | – | ﹤0.01% | 955 |
|
|
2015
Q3 | $418K | Hold |
72,446
| – | – | 0.01% | 952 |
|
|
2015
Q2 | $518K | Hold |
72,446
| – | – | 0.01% | 909 |
|
|
2015
Q1 | $475K | Hold |
72,446
| – | – | 0.01% | 910 |
|
|
2014
Q4 | $433K | Sell |
72,446
-82,956
| -53% | -$426K | 0.01% | 866 |
|
|
2014
Q3 | $768K | Sell |
155,402
-42,244
| -21% | -$204K | 0.01% | 679 |
|
|
2014
Q2 | $889K | Hold |
197,646
| – | – | 0.02% | 582 |
|
|
2014
Q1 | $889K | Hold |
197,646
| – | – | 0.02% | 506 |
|
|
2013
Q4 | $1.01M | Sell |
197,646
-223,904
| -53% | -$1.09M | 0.03% | 330 |
|
|
2013
Q3 | $1.91M | Sell |
421,550
-17,814
| -4% | -$88.7K | 0.06% | 258 |
|
|
2013
Q2 | $2.25M | Buy |
+439,364
| New | +$2.19M | 0.06% | 290 |
|
Other funds holding CPIX
BCM
BAM
United Capital Financial Advisors's CPIX Position: Q2 2022 in Review
United Capital Financial Advisors sold out of Cumberland Pharmaceuticals (CPIX) in Q2 2022, closing a stake of 16,246 shares — an estimated $46K sold.
United Capital Financial Advisors first reported a position in CPIX in Q2 2013 and held it in 36 quarters. The position peaked at $2.25M in Q2 2013. 22 funds tracked by Wall St. Rank hold CPIX as of Q2 2022.
- United Capital Financial Advisors reported no remaining Cumberland Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
- United Capital Financial Advisors sold 16,246 Cumberland Pharmaceuticals shares in Q2 2022, an estimated $46K.
- United Capital Financial Advisors first reported a position in Cumberland Pharmaceuticals in Q2 2013 and held it in 36 quarters.
- United Capital Financial Advisors's Cumberland Pharmaceuticals position peaked at $2.25M in Q2 2013.
- 22 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2022.
Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.