BDO Wealth Advisors’s United Bankshares UBSI Stock Holding History

BDO Wealth 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
2020 Q3	–	Sell	-500	Closed	-$14K	–	953
2020 Q2	$14K	Buy	+500	New	+$13.4K	﹤0.01%	467

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's UBSI Position: Q3 2020 in Review

BDO Wealth Advisors sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 500 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in UBSI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

BDO Wealth Advisors reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 500 United Bankshares shares in Q3 2020, an estimated $14K.
BDO Wealth Advisors first reported a position in United Bankshares in Q2 2020 and held it in 1 quarter.
BDO Wealth Advisors's United Bankshares position peaked at $14K in Q2 2020.
259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.