UCFA
SOPA

United Capital Financial Advisors’s Society Pass SOPA Stock Holding History

United Capital Financial Advisors’s Portfolio SOPA Stock Details SOPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-730
Closed -$10.8K – 1062
2022
Q4 		$10.8K Hold
730
– – ﹤0.01% 1032
2022
Q3 		$17K Hold
730
– – ﹤0.01% 1074
2022
Q2 		$21K Sell
730
-730
-50% -$24K ﹤0.01% 1106
2022
Q1 		$65K Buy
+1,460
New +$93.7K ﹤0.01% 1137

Other funds holding SOPA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

United Capital Financial Advisors's SOPA Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Society Pass (SOPA) in Q1 2023, closing a stake of 730 shares — an estimated $10.8K sold.

United Capital Financial Advisors first reported a position in SOPA in Q1 2022 and held it in 4 quarters. The position peaked at $65K in Q1 2022. 14 funds tracked by Wall St. Rank hold SOPA as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Society Pass position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 730 Society Pass shares in Q1 2023, an estimated $10.8K.
  • United Capital Financial Advisors first reported a position in Society Pass in Q1 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's Society Pass position peaked at $65K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Society Pass as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.