Cary Street Partners Investment Advisory’s United Bankshares UBSI Stock Holding History

Cary Street Partners Investment Advisory’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	-5,519	Closed	-$205K	–	746
2024 Q3	$205K	Buy	+5,519	New	+$201K	0.01%	728
2024 Q2	–	Sell	-5,949	Closed	-$213K	–	765
2024 Q1	$213K	Sell	5,949 -573	-9%	-$20.3K	0.01%	663
2023 Q4	$245K	Hold	6,522	–	–	0.01%	567
2023 Q3	$180K	Hold	6,522	–	–	0.01%	580
2023 Q2	$194K	Hold	6,522	–	–	0.01%	515
2023 Q1	$230K	Buy	6,522 +1,870	+40%	+$73.4K	0.02%	450
2022 Q4	$188K	Buy	+4,652	New	+$189K	0.01%	482
2022 Q3	–	Sell	-8,352	Closed	-$293K	–	568
2022 Q2	$293K	Buy	8,352 +1,905	+30%	+$66.8K	0.02%	363
2022 Q1	$226K	Hold	6,447	–	–	0.06%	250
2021 Q4	$234K	Buy	+6,447	New	+$237K	0.06%	235
2021 Q1	–	Sell	-10,869	Closed	-$352K	–	412
2020 Q4	$352K	Buy	+10,869	New	+$307K	0.07%	230

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cary Street Partners Investment Advisory's UBSI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 5,519 shares — an estimated $205K sold.

Cary Street Partners Investment Advisory first reported a position in UBSI in Q4 2020 and held it in 11 quarters. The position peaked at $352K in Q4 2020. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 5,519 United Bankshares shares in Q4 2024, an estimated $205K.
Cary Street Partners Investment Advisory first reported a position in United Bankshares in Q4 2020 and held it in 11 quarters.
Cary Street Partners Investment Advisory's United Bankshares position peaked at $352K in Q4 2020.
346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.