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Abundance Wealth Counselors’s United Bankshares UBSI Stock Holding History

Abundance Wealth Counselors’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,307
Closed -$89K – 318
2021
Q1 		$89K Buy
+2,307
New +$84.6K 0.02% 128

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abundance Wealth Counselors's UBSI Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 2,307 shares — an estimated $89K sold.

Abundance Wealth Counselors first reported a position in UBSI in Q1 2021 and held it in 1 quarter. The position peaked at $89K in Q1 2021. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 2,307 United Bankshares shares in Q2 2021, an estimated $89K.
  • Abundance Wealth Counselors first reported a position in United Bankshares in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's United Bankshares position peaked at $89K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.