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Capital Advisors Ltd’s United Bankshares UBSI Stock Holding History

Capital Advisors Ltd’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
2023
Q1 		– Sell
-19
Closed -$1K – 1559
2022
Q4 		$1K Buy
19
+4
+27% +$162 ﹤0.01% 1108
2022
Q3 		$1K Buy
+15
New +$559 ﹤0.01% 1138

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Ltd's UBSI Position: Q1 2023 in Review

Capital Advisors Ltd sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 19 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in UBSI in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • Capital Advisors Ltd reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 19 United Bankshares shares in Q1 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in United Bankshares in Q3 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's United Bankshares position peaked at $1K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.