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Ahrens Investment Partners’s United Bankshares UBSI Stock Holding History

Ahrens Investment Partners’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
Q1 		$14.3K Buy
+408
New +$16K 0.01% 536

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's UBSI Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in United Bankshares (UBSI) in Q1 2023: 408 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings.

310 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • Ahrens Investment Partners held 408 shares of United Bankshares worth $14.3K as of Q1 2023.
  • United Bankshares was a new Ahrens Investment Partners position in Q1 2023.
  • United Bankshares made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #536 holding.
  • 310 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.