Advisor OS’s United Bankshares UBSI Stock Holding History

Advisor OS’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
2023 Q4	–	Sell	-8,838	Closed	-$244K	–	350
2023 Q3	$244K	Hold	8,838	–	–	0.04%	255
2023 Q2	$262K	Hold	8,838	–	–	0.04%	253
2023 Q1	$311K	Hold	8,838	–	–	0.07%	187
2022 Q4	$358K	Hold	8,838	–	–	0.1%	169
2022 Q3	$316K	Hold	8,838	–	–	0.1%	159
2022 Q2	$310K	Hold	8,838	–	–	0.09%	171
2022 Q1	$308K	Hold	8,838	–	–	0.09%	174
2021 Q4	$321K	Hold	8,838	–	–	0.07%	206
2021 Q3	$322K	Hold	8,838	–	–	0.07%	192
2021 Q2	$323K	Hold	8,838	–	–	0.07%	186
2021 Q1	$341K	Hold	8,838	–	–	0.08%	146
2020 Q4	$286K	Buy	+8,838	New	+$250K	0.08%	112
2020 Q3	–	Sell	-13,838	Closed	-$383K	–	164
2020 Q2	$383K	Buy	+13,838	New	+$372K	0.23%	91

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor OS's UBSI Position: Q4 2023 in Review

Advisor OS sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 8,838 shares — an estimated $244K sold.

Advisor OS first reported a position in UBSI in Q2 2020 and held it in 13 quarters. The position peaked at $383K in Q2 2020. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

Advisor OS reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
Advisor OS sold 8,838 United Bankshares shares in Q4 2023, an estimated $244K.
Advisor OS first reported a position in United Bankshares in Q2 2020 and held it in 13 quarters.
Advisor OS's United Bankshares position peaked at $383K in Q2 2020.
309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Advisor OS's 13F filing for Q4 2023, filed 8 Feb 2024.