Burt Wealth Advisors’s United Bankshares UBSI Stock Holding History

Burt 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
2021 Q1	–	Sell	-2,029	Closed	-$66K	–	348
2020 Q4	$66K	Hold	2,029	–	–	0.02%	159
2020 Q3	$44K	Hold	2,029	–	–	0.02%	185
2020 Q2	$56K	Hold	2,029	–	–	0.02%	171
2020 Q1	$47K	Buy	2,029 +77	+4%	+$2.42K	0.02%	171
2019 Q4	$75K	Hold	1,952	–	–	0.03%	146
2019 Q3	$74K	Hold	1,952	–	–	0.03%	144
2019 Q2	$72K	Buy	1,952 +1,452	+290%	+$54.5K	0.03%	145
2019 Q1	$18K	Sell	500 -849	-63%	-$30.6K	0.01%	251
2018 Q4	$42K	Hold	1,349	–	–	0.02%	184
2018 Q3	$49K	Hold	1,349	–	–	0.02%	181
2018 Q2	$49K	Hold	1,349	–	–	0.02%	179
2018 Q1	$48K	Hold	1,349	–	–	0.02%	186
2017 Q4	$47K	Hold	1,349	–	–	0.03%	185
2017 Q3	$50K	Hold	1,349	–	–	0.03%	178
2017 Q2	$52K	Buy	+1,349	New	+$53.5K	0.04%	181

Other funds holding UBSI

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

Burt Wealth Advisors's UBSI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of United Bankshares (UBSI) in Q1 2021, closing a stake of 2,029 shares — an estimated $66K sold.

Burt Wealth Advisors first reported a position in UBSI in Q2 2017 and held it in 15 quarters. The position peaked at $75K in Q4 2019. 278 funds tracked by Wall St. Rank hold UBSI as of Q1 2021.

Burt Wealth Advisors reported no remaining United Bankshares position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,029 United Bankshares shares in Q1 2021, an estimated $66K.
Burt Wealth Advisors first reported a position in United Bankshares in Q2 2017 and held it in 15 quarters.
Burt Wealth Advisors's United Bankshares position peaked at $75K in Q4 2019.
278 funds tracked by Wall St. Rank held United Bankshares as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.