United Capital Financial Advisors’s iCAD Inc ICAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-47,025	Closed	-$99K	–	1076
2022 Q3	$99K	Hold	47,025	–	–	﹤0.01%	1053
2022 Q2	$188K	Hold	47,025	–	–	﹤0.01%	1065
2022 Q1	$210K	Hold	47,025	–	–	﹤0.01%	1099
2021 Q4	$339K	Hold	47,025	–	–	﹤0.01%	985
2021 Q3	$506K	Sell	47,025 -625	-1%	-$8.13K	﹤0.01%	854
2021 Q2	$825K	Hold	47,650	–	–	﹤0.01%	742
2021 Q1	$1.01M	Sell	47,650 -34,694	-42%	-$585K	0.01%	668
2020 Q4	$1.09M	Buy	82,344 +362	+0.4%	+$3.9K	0.01%	654
2020 Q3	$722K	Buy	81,982 +834	+1%	+$8.23K	﹤0.01%	742
2020 Q2	$811K	Buy	81,148 +816	+1%	+$8.81K	0.01%	724
2020 Q1	$590K	Buy	80,332 +28,332	+54%	+$276K	﹤0.01%	767
2019 Q4	$404K	Sell	52,000 -6,065	-10%	-$43.3K	﹤0.01%	1050
2019 Q3	$398K	Buy	58,065 +300	+0.5%	+$1.96K	﹤0.01%	1013
2019 Q2	$368K	Buy	57,765 +3,625	+7%	+$20.7K	﹤0.01%	1139
2019 Q1	$280K	Buy	54,140 +140	+0.3%	+$677	﹤0.01%	1152
2018 Q4	$200K	Buy	54,000 +2,000	+4%	+$6.6K	﹤0.01%	1200
2018 Q3	$151K	Hold	52,000	–	–	﹤0.01%	1273
2018 Q2	$159K	Hold	52,000	–	–	﹤0.01%	1246
2018 Q1	$160K	Sell	52,000 -41,602	-44%	-$143K	﹤0.01%	1253
2017 Q4	$322K	Sell	93,602 -12,463	-12%	-$50.1K	﹤0.01%	1091
2017 Q3	$469K	Hold	106,065	–	–	﹤0.01%	980
2017 Q2	$444K	Hold	106,065	–	–	﹤0.01%	956
2017 Q1	$510K	Hold	106,065	–	–	﹤0.01%	909
2016 Q4	$343K	Hold	106,065	–	–	﹤0.01%	1012
2016 Q3	$552K	Hold	106,065	–	–	0.01%	936
2016 Q2	$530K	Hold	106,065	–	–	0.01%	898
2016 Q1	$541K	Hold	106,065	–	–	0.01%	856
2015 Q4	$548K	Hold	106,065	–	–	0.01%	862
2015 Q3	$361K	Hold	106,065	–	–	﹤0.01%	1001
2015 Q2	$344K	Hold	106,065	–	–	﹤0.01%	1038
2015 Q1	$967K	Buy	106,065 +53,865	+103%	+$509K	0.01%	727
2014 Q4	$479K	Buy	+52,200	New	+$513K	0.01%	837
2014 Q3	–	Sell	-52,200	Closed	-$335K	–	1107
2014 Q2	$335K	Buy	+52,200	New	+$388K	0.01%	736

Other funds holding ICAD

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

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

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

United Capital Financial Advisors sold out of iCAD Inc (ICAD) in Q4 2022, closing a stake of 47,025 shares — an estimated $99K sold.

United Capital Financial Advisors first reported a position in ICAD in Q2 2014 and held it in 33 quarters. The position peaked at $1.09M in Q4 2020. 50 funds tracked by Wall St. Rank hold ICAD as of Q4 2022.

United Capital Financial Advisors reported no remaining iCAD Inc position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 47,025 iCAD Inc shares in Q4 2022, an estimated $99K.
United Capital Financial Advisors first reported a position in iCAD Inc in Q2 2014 and held it in 33 quarters.
United Capital Financial Advisors's iCAD Inc position peaked at $1.09M in Q4 2020.
50 funds tracked by Wall St. Rank held iCAD Inc as of Q4 2022.

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