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City Center Advisors LLC’s United Bankshares UBSI Stock Holding History

City Center Advisors LLC’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
Q3 		– Sell
-8,642
Closed -$313K – 200
2024
Q2 		$313K Hold
8,642
– – 0.37% 108
2024
Q1 		$313K Buy
+8,642
New +$306K 0.37% 108

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

City Center Advisors LLC's UBSI Position: Q3 2024 in Review

City Center Advisors LLC sold out of United Bankshares (UBSI) in Q3 2024, closing a stake of 8,642 shares — an estimated $313K sold.

City Center Advisors LLC first reported a position in UBSI in Q1 2024 and held it in 2 quarters. The position peaked at $313K in Q2 2024. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

  • City Center Advisors LLC reported no remaining United Bankshares position as of Q3 2024 after selling out during the quarter.
  • City Center Advisors LLC sold 8,642 United Bankshares shares in Q3 2024, an estimated $313K.
  • City Center Advisors LLC first reported a position in United Bankshares in Q1 2024 and held it in 2 quarters.
  • City Center Advisors LLC's United Bankshares position peaked at $313K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on City Center Advisors LLC's 13F filing for Q3 2024, filed 7 Oct 2024.