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Belpointe Asset Management’s United Bancorp UBCP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,838
Closed -$26.7K – 3198
2023
Q1 		$26.7K Buy
1,838
+815
+80% +$11.8K ﹤0.01% 2133
2022
Q4 		$15.1K Buy
+1,023
New +$15.5K ﹤0.01% 2388

Other funds holding UBCP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Belpointe Asset Management's UBCP Position: Q2 2023 in Review

Belpointe Asset Management sold out of United Bancorp (UBCP) in Q2 2023, closing a stake of 1,838 shares — an estimated $26.7K sold.

Belpointe Asset Management first reported a position in UBCP in Q4 2022 and held it in 2 quarters. The position peaked at $26.7K in Q1 2023. 21 funds tracked by Wall St. Rank hold UBCP as of Q2 2023.

  • Belpointe Asset Management reported no remaining United Bancorp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,838 United Bancorp shares in Q2 2023, an estimated $26.7K.
  • Belpointe Asset Management first reported a position in United Bancorp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's United Bancorp position peaked at $26.7K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held United Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.