Baker Tilly Wealth Management’s United Bankshares UBSI Stock Holding History

Baker Tilly Wealth Management’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	-23,137	Closed	-$638K	–	488
2023 Q3	$638K	Sell	23,137 -16,280	-41%	-$490K	0.11%	200
2023 Q2	$1.17M	Sell	39,417 -23	-0.1%	-$724	0.12%	183
2023 Q1	$1.39M	Sell	39,440 -7,750	-16%	-$304K	0.16%	139
2022 Q4	$1.91M	Sell	47,190 -50	-0.1%	-$2.03K	0.24%	101
2022 Q3	$1.69M	Hold	47,240	–	–	0.23%	93
2022 Q2	$1.66M	Buy	47,240 +23	+0%	+$807	0.22%	98
2022 Q1	$1.65M	Buy	47,217 +80	+0.2%	+$2.91K	0.18%	114
2021 Q4	$1.71M	Hold	47,137	–	–	0.18%	113
2021 Q3	$1.72M	Hold	47,137	–	–	0.23%	85
2021 Q2	$1.72M	Buy	47,137 +40,704	+633%	+$1.6M	0.28%	82
2021 Q1	$248K	Buy	+6,433	New	+$236K	0.05%	407

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

Baker Tilly Wealth Management's UBSI Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 23,137 shares — an estimated $638K sold.

Baker Tilly Wealth Management first reported a position in UBSI in Q1 2021 and held it in 11 quarters. The position peaked at $1.91M in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

Baker Tilly Wealth Management reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 23,137 United Bankshares shares in Q4 2023, an estimated $638K.
Baker Tilly Wealth Management first reported a position in United Bankshares in Q1 2021 and held it in 11 quarters.
Baker Tilly Wealth Management's United Bankshares position peaked at $1.91M in Q4 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.