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Aptus Capital Advisors’s United Bankshares UBSI Stock Holding History

Aptus Capital Advisors’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
Q2 		– Sell
-5,673
Closed -$202K – 858
2023
Q1 		$202K Hold
5,673
– – 0.01% 468
2022
Q4 		$230K Hold
5,673
– – 0.01% 455
2022
Q3 		$205K Hold
5,673
– – ﹤0.01% 436
2022
Q2 		$201K Sell
5,673
-600
-10% -$21K 0.01% 373
2022
Q1 		$221K Hold
6,273
– – 0.01% 405
2021
Q4 		$230K Hold
6,273
– – 0.01% 349
2021
Q3 		$230K Buy
+6,273
New +$219K 0.01% 337

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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