Cetera Advisor Networks’s United Bankshares UBSI Stock Holding History

Cetera Advisor Networks’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 Q1	–	Sell	-5,539	Closed	-$208K	–	2931
2023 Q4	$208K	Buy	+5,539	New	+$176K	﹤0.01%	2515
2023 Q2	–	Sell	-27,793	Closed	-$978K	–	2721
2023 Q1	$978K	Buy	27,793 +280	+1%	+$11K	0.01%	1251
2022 Q4	$1.11M	Buy	27,513 +8,230	+43%	+$334K	0.01%	1131
2022 Q3	$689K	Buy	19,283 +5,287	+38%	+$197K	0.01%	1096
2022 Q2	$491K	Buy	13,996 +3,567	+34%	+$125K	0.01%	1288
2022 Q1	$364K	Buy	10,429 +3,062	+42%	+$111K	﹤0.01%	1514
2021 Q4	$267K	Buy	+7,367	New	+$271K	﹤0.01%	1689

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 $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cetera Advisor Networks's UBSI Position: Q1 2024 in Review

Cetera Advisor Networks sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 5,539 shares — an estimated $208K sold.

Cetera Advisor Networks first reported a position in UBSI in Q4 2021 and held it in 7 quarters. The position peaked at $1.11M in Q4 2022. 315 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

Cetera Advisor Networks reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 5,539 United Bankshares shares in Q1 2024, an estimated $208K.
Cetera Advisor Networks first reported a position in United Bankshares in Q4 2021 and held it in 7 quarters.
Cetera Advisor Networks's United Bankshares position peaked at $1.11M in Q4 2022.
315 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.