UCFA
USIO icon

United Capital Financial Advisors’s Usio Inc USIO Stock Holding History

United Capital Financial Advisors’s Portfolio USIO Stock Details USIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$64K – 1258
2021
Q1 		$64K Buy
+10,000
New +$53.1K ﹤0.01% 1167

Other funds holding USIO

PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

United Capital Financial Advisors's USIO Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Usio Inc (USIO) in Q2 2021, closing a stake of 10,000 shares — an estimated $64K sold.

United Capital Financial Advisors first reported a position in USIO in Q1 2021 and held it in 1 quarter. The position peaked at $64K in Q1 2021. 30 funds tracked by Wall St. Rank hold USIO as of Q2 2021.

  • United Capital Financial Advisors reported no remaining Usio Inc position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 Usio Inc shares in Q2 2021, an estimated $64K.
  • United Capital Financial Advisors first reported a position in Usio Inc in Q1 2021 and held it in 1 quarter.
  • United Capital Financial Advisors's Usio Inc position peaked at $64K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Usio Inc as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.