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Bartlett & Co Wealth Management’s United Bancorp UBCP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-546
Closed -$8.07K – 1107
2022
Q4 		$8.07K Hold
546
– – ﹤0.01% 854
2022
Q3 		$8.77K Hold
546
– – ﹤0.01% 843
2022
Q2 		$8.95K Hold
546
– – ﹤0.01% 890
2022
Q1 		$9.84K Buy
+546
New +$9.41K ﹤0.01% 832

Other funds holding UBCP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Bartlett & Co Wealth Management's UBCP Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of United Bancorp (UBCP) in Q1 2023, closing a stake of 546 shares — an estimated $8.07K sold.

Bartlett & Co Wealth Management first reported a position in UBCP in Q1 2022 and held it in 4 quarters. The position peaked at $9.84K in Q1 2022. 23 funds tracked by Wall St. Rank hold UBCP as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining United Bancorp position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 546 United Bancorp shares in Q1 2023, an estimated $8.07K.
  • Bartlett & Co Wealth Management first reported a position in United Bancorp in Q1 2022 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's United Bancorp position peaked at $9.84K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held United Bancorp as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.