Aspire Private Capital’s United Bankshares UBSI Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-1,131	Closed	-$42K	–	596
2024 Q3	$42K	Hold	1,131	–	–	0.01%	244
2024 Q2	$36.7K	Hold	1,131	–	–	0.01%	257
2024 Q1	$40.5K	Hold	1,131	–	–	0.01%	250
2023 Q4	$42.5K	Hold	1,131	–	–	0.01%	237
2023 Q3	$31.2K	Hold	1,131	–	–	0.01%	256
2023 Q2	$33.6K	Hold	1,131	–	–	0.01%	240
2023 Q1	$39.8K	Hold	1,131	–	–	0.01%	226
2022 Q4	$45.8K	Hold	1,131	–	–	0.02%	199
2022 Q3	$40K	Hold	1,131	–	–	0.02%	218
2022 Q2	$40K	Hold	1,131	–	–	0.01%	225
2022 Q1	$39K	Hold	1,131	–	–	0.01%	230
2021 Q4	$41K	Hold	1,131	–	–	0.01%	234
2021 Q3	$41K	Hold	1,131	–	–	0.01%	227
2021 Q2	$41K	Buy	1,131 +967	+590%	+$38K	0.01%	225
2021 Q1	$6K	Hold	164	–	–	﹤0.01%	372
2020 Q4	$5K	Sell	164 -2,892	-95%	-$81.7K	﹤0.01%	305
2020 Q3	$66K	Buy	+3,056	New	+$79.6K	0.03%	193

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 $3.38T AUM 44.17% 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

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

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

SAM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aspire Private Capital's UBSI Position: Q4 2024 in Review

Aspire Private Capital sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 1,131 shares — an estimated $42K sold.

Aspire Private Capital first reported a position in UBSI in Q3 2020 and held it in 17 quarters. The position peaked at $66K in Q3 2020. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

Aspire Private Capital reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,131 United Bankshares shares in Q4 2024, an estimated $42K.
Aspire Private Capital first reported a position in United Bankshares in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's United Bankshares position peaked at $66K in Q3 2020.
346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.