CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s United Bancorp UBCP Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,500
Closed -$25K – 3927
2022
Q2 		$25K Hold
1,500
– – ﹤0.01% 3254
2022
Q1 		$27K Hold
1,500
– – ﹤0.01% 3222
2021
Q4 		$25K Hold
1,500
– – ﹤0.01% 3150
2021
Q3 		$21K Hold
1,500
– – ﹤0.01% 3140
2021
Q2 		$21K Hold
1,500
– – ﹤0.01% 3082
2021
Q1 		$21K Buy
+1,500
New +$20.7K ﹤0.01% 2973

Other funds holding UBCP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

CAPTRUST Financial Advisors's UBCP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of United Bancorp (UBCP) in Q3 2022, closing a stake of 1,500 shares — an estimated $25K sold.

CAPTRUST Financial Advisors first reported a position in UBCP in Q1 2021 and held it in 6 quarters. The position peaked at $27K in Q1 2022. 23 funds tracked by Wall St. Rank hold UBCP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining United Bancorp position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,500 United Bancorp shares in Q3 2022, an estimated $25K.
  • CAPTRUST Financial Advisors first reported a position in United Bancorp in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's United Bancorp position peaked at $27K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held United Bancorp as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.