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Carolina Wealth Advisors’s United Bankshares UBSI Stock Holding History

Carolina 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
-119
Closed -$4.36K – 336
2020
Q4 		$4K Hold
119
– – ﹤0.01% 190
2020
Q3 		$3K Sell
119
-452
-79% -$11.8K ﹤0.01% 185
2020
Q2 		$16K Buy
+571
New +$15.3K 0.02% 97

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Carolina Wealth Advisors sold out of United Bankshares (UBSI) in Q1 2021, closing a stake of 119 shares — an estimated $4.36K sold.

Carolina Wealth Advisors first reported a position in UBSI in Q2 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 278 funds tracked by Wall St. Rank hold UBSI as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining United Bankshares position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 119 United Bankshares shares in Q1 2021, an estimated $4.36K.
  • Carolina Wealth Advisors first reported a position in United Bankshares in Q2 2020 and held it in 3 quarters.
  • Carolina Wealth Advisors's United Bankshares position peaked at $16K in Q2 2020.
  • 278 funds tracked by Wall St. Rank held United Bankshares as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.