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Bruce G. Allen Investments’s United Bankshares UBSI Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-74
Closed -$2.78K – 1034
2023
Q4 		$2.78K Buy
+74
New +$2.35K ﹤0.01% 691

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bruce G. Allen Investments's UBSI Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 74 shares — an estimated $2.78K sold.

Bruce G. Allen Investments first reported a position in UBSI in Q4 2023 and held it in 1 quarter. The position peaked at $2.78K in Q4 2023. 316 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 74 United Bankshares shares in Q1 2024, an estimated $2.78K.
  • Bruce G. Allen Investments first reported a position in United Bankshares in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's United Bankshares position peaked at $2.78K in Q4 2023.
  • 316 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.