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Capital Performance Advisors’s United Bankshares UBSI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-23
Closed -$853 – 2525
2024
Q3 		$853 Buy
+23
New +$839 ﹤0.01% 1979

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's UBSI Position: Q4 2024 in Review

Capital Performance Advisors sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 23 shares — an estimated $853 sold.

Capital Performance Advisors first reported a position in UBSI in Q3 2024 and held it in 1 quarter. The position peaked at $853 in Q3 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Capital Performance Advisors reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 United Bankshares shares in Q4 2024, an estimated $853.
  • Capital Performance Advisors first reported a position in United Bankshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's United Bankshares position peaked at $853 in Q3 2024.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.