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City State Bank’s United Bankshares UBSI Stock Holding History

City State Bank’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
Q2 		– Sell
-400
Closed -$14K – 764
2024
Q1 		$14K Hold
400
– – 0.01% 446
2023
Q4 		$15K Sell
400
-100
-20% -$3.18K 0.01% 424
2023
Q3 		$14K Hold
500
– – 0.01% 426
2023
Q2 		$15K Hold
500
– – 0.01% 422
2023
Q1 		$18K Hold
500
– – 0.01% 399
2022
Q4 		$20K Hold
500
– – 0.01% 365
2022
Q3 		$18K Hold
500
– – 0.01% 362
2022
Q2 		$18K Hold
500
– – 0.01% 366
2022
Q1 		$17K Hold
500
– – 0.01% 395
2021
Q4 		$18K Buy
+500
New +$18.4K 0.01% 400

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

City State Bank's UBSI Position: Q2 2024 in Review

City State Bank sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 400 shares — an estimated $14K sold.

City State Bank first reported a position in UBSI in Q4 2021 and held it in 10 quarters. The position peaked at $20K in Q4 2022. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • City State Bank reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • City State Bank sold 400 United Bankshares shares in Q2 2024, an estimated $14K.
  • City State Bank first reported a position in United Bankshares in Q4 2021 and held it in 10 quarters.
  • City State Bank's United Bankshares position peaked at $20K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on City State Bank's 13F filing for Q2 2024, filed 8 Jul 2024.