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Bogart Wealth LLC’s United Bancorp UBCP Stock Holding History

Bogart Wealth LLC’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
2024
Q3 		– Sell
-802
Closed -$10.1K – 1170
2024
Q2 		$10.1K Buy
+802
New +$10.2K ﹤0.01% 672

Other funds holding UBCP

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
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
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bogart Wealth LLC's UBCP Position: Q3 2024 in Review

Bogart Wealth LLC sold out of United Bancorp (UBCP) in Q3 2024, closing a stake of 802 shares — an estimated $10.1K sold.

Bogart Wealth LLC first reported a position in UBCP in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 24 funds tracked by Wall St. Rank hold UBCP as of Q3 2024.

  • Bogart Wealth LLC reported no remaining United Bancorp position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 802 United Bancorp shares in Q3 2024, an estimated $10.1K.
  • Bogart Wealth LLC first reported a position in United Bancorp in Q2 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's United Bancorp position peaked at $10.1K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held United Bancorp as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.