Wipfli Financial Advisors’s United Community Banks UCB Stock Holding History

Wipfli Financial Advisors’s Portfolio UCB Stock Details UCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5K	Buy	+159	New	+$5.29K	﹤0.01%	2108

Other funds holding UCB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's UCB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in United Community Banks (UCB) in Q3 2022: 159 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings.

248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

Wipfli Financial Advisors held 159 shares of United Community Banks worth $5K as of Q3 2022.
United Community Banks was a new Wipfli Financial Advisors position in Q3 2022.
United Community Banks made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2108 holding.
248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.