Bartlett & Co Wealth Management’s United Bankshares UBSI Stock Holding History

Bartlett & Co 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	-1,600	Closed	-$44.7K	–	1271
2023 Q3	$44.7K	Hold	1,600	–	–	﹤0.01%	682
2023 Q2	$48K	Hold	1,600	–	–	﹤0.01%	681
2023 Q1	$56.9K	Hold	1,600	–	–	﹤0.01%	552
2022 Q4	$65.4K	Sell	1,600 -55	-3%	-$2.23K	﹤0.01%	541
2022 Q3	$59.8K	Sell	1,655 -87	-5%	-$3.24K	﹤0.01%	537
2022 Q2	$61.7K	Buy	1,742 +142	+9%	+$4.98K	﹤0.01%	540
2022 Q1	$56.4K	Buy	+1,600	New	+$58.1K	﹤0.01%	567
2021 Q4	–	Sell	-1,600	Closed	-$58.8K	–	856
2021 Q3	$58.8K	Hold	1,600	–	–	﹤0.01%	484
2021 Q2	$59K	Hold	1,600	–	–	﹤0.01%	480
2021 Q1	$62.3K	Hold	1,600	–	–	﹤0.01%	498
2020 Q4	$52.4K	Hold	1,600	–	–	﹤0.01%	521
2020 Q3	$34.9K	Hold	1,600	–	–	﹤0.01%	537
2020 Q2	$44.8K	Hold	1,600	–	–	﹤0.01%	519
2020 Q1	$37.5K	Hold	1,600	–	–	﹤0.01%	510
2019 Q4	$62.4K	Hold	1,600	–	–	﹤0.01%	489
2019 Q3	$61.1K	Buy	+1,600	New	+$59.3K	﹤0.01%	487

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

Bartlett & Co Wealth Management's UBSI Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 1,600 shares — an estimated $44.7K sold.

Bartlett & Co Wealth Management first reported a position in UBSI in Q3 2019 and held it in 16 quarters. The position peaked at $65.4K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

Bartlett & Co Wealth Management reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,600 United Bankshares shares in Q4 2023, an estimated $44.7K.
Bartlett & Co Wealth Management first reported a position in United Bankshares in Q3 2019 and held it in 16 quarters.
Bartlett & Co Wealth Management's United Bankshares position peaked at $65.4K in Q4 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.