UCFA
RTB

United Capital Financial Advisors’s RTB Digital RTB Stock Holding History

United Capital Financial Advisors’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-280
Closed -$96K – 1101
2022
Q3 		$96K Hold
280
– – ﹤0.01% 1055
2022
Q2 		$103K Hold
280
– – ﹤0.01% 1088
2022
Q1 		$414K Hold
280
– – ﹤0.01% 893
2021
Q4 		$412K Hold
280
– – ﹤0.01% 918
2021
Q3 		$812K Hold
280
– – ﹤0.01% 730
2021
Q2 		$1.17M Hold
280
– – 0.01% 656
2021
Q1 		$1.37M Buy
+280
New +$1.23M 0.01% 587

Other funds holding RTB

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $197M AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

United Capital Financial Advisors sold out of RTB Digital (RTB) in Q4 2022, closing a stake of 280 shares — an estimated $96K sold.

United Capital Financial Advisors first reported a position in RTB in Q1 2021 and held it in 7 quarters. The position peaked at $1.37M in Q1 2021. 30 funds tracked by Wall St. Rank hold RTB as of Q4 2022.

  • United Capital Financial Advisors reported no remaining RTB Digital position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 280 RTB Digital shares in Q4 2022, an estimated $96K.
  • United Capital Financial Advisors first reported a position in RTB Digital in Q1 2021 and held it in 7 quarters.
  • United Capital Financial Advisors's RTB Digital position peaked at $1.37M in Q1 2021.
  • 30 funds tracked by Wall St. Rank held RTB Digital as of Q4 2022.

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