Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AOWM
Alpha Omega Wealth Management’s
United Bankshares
UBSI
Stock Holding History
Alpha Omega Wealth Management’s Portfolio
UBSI Stock Details
UBSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-6,608
Closed
-$229K
–
211
2025
Q1
$229K
Sell
6,608
-59
-0.9%
-$2.16K
0.04%
189
2024
Q4
$250K
Buy
+6,667
New
+$263K
0.05%
183
2019
Q3
–
Sell
-1,105
Closed
-$41K
–
527
2019
Q2
$41K
Buy
1,105
+616
+126%
+$23.1K
0.02%
270
2019
Q1
$18K
Hold
489
–
–
0.01%
368
2018
Q4
$15K
Hold
489
–
–
0.01%
333
2018
Q3
$18K
Sell
489
-127
-21%
-$4.82K
0.01%
326
2018
Q2
$22K
Hold
616
–
–
0.01%
307
2018
Q1
$22K
Hold
616
–
–
0.01%
290
2017
Q4
$21K
Hold
616
–
–
0.01%
287
2017
Q3
$23K
Hold
616
–
–
0.01%
286
2017
Q2
$24K
Buy
616
+507
+465%
+$20.1K
0.01%
278
2017
Q1
$5K
Hold
109
–
–
﹤0.01%
406
2016
Q4
$5K
Buy
+109
New
+$4.63K
﹤0.01%
388
Other funds holding UBSI
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close