Carroll Financial Associates’s United Bankshares UBSI Stock Holding History

Carroll Financial Associates’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 Q4	$13K	Hold	369	–	–	﹤0.01%	1098
2021 Q3	$13K	Sell	369 -246	-40%	-$8.6K	﹤0.01%	1127
2021 Q2	$22K	Sell	615 -401	-39%	-$15.8K	﹤0.01%	1060
2021 Q1	$39K	Sell	1,016 -121	-11%	-$4.44K	﹤0.01%	827
2020 Q4	$36K	Hold	1,137	–	–	﹤0.01%	777
2020 Q3	$24K	Sell	1,137 -14	-1%	-$365	﹤0.01%	821
2020 Q2	$31K	Buy	+1,151	New	+$30.9K	﹤0.01%	772
2020 Q1	–	Sell	-34	Closed	-$1K	–	1676
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	1480
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1460
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	1518
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	1332
2018 Q4	$1K	Sell	34 -171	-83%	-$5.77K	﹤0.01%	1261
2018 Q3	$7K	Buy	205 +5	+3%	+$190	﹤0.01%	1003
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	960
2018 Q1	$7K	Buy	+200	New	+$7.24K	﹤0.01%	939

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carroll Financial Associates's UBSI Position: Q4 2021 in Review

Carroll Financial Associates held its United Bankshares (UBSI) position steady in Q4 2021 at 369 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Carroll Financial Associates first reported a position in UBSI in Q1 2018 and has held it in 15 quarters since. The position peaked at $39K in Q1 2021. 301 funds tracked by Wall St. Rank hold UBSI as of Q4 2021.

Carroll Financial Associates held 369 shares of United Bankshares worth $13K as of Q4 2021.
Carroll Financial Associates left its United Bankshares share count unchanged in Q4 2021.
United Bankshares made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1098 holding.
Carroll Financial Associates first reported a position in United Bankshares in Q1 2018 and has held it in 15 quarters since.
Carroll Financial Associates's United Bankshares position peaked at $39K in Q1 2021.
301 funds tracked by Wall St. Rank held United Bankshares as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.