Column Capital Advisors’s United Bankshares UBSI Stock Holding History

Column Capital Advisors’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
2023 Q3	$524	Sell	19 -39	-67%	-$1.17K	﹤0.01%	751
2023 Q2	$1.72K	Hold	58	–	–	﹤0.01%	719
2023 Q1	$2.04K	Hold	58	–	–	﹤0.01%	719
2022 Q4	$2.35K	Hold	58	–	–	﹤0.01%	687
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	653
2022 Q2	$2K	Hold	58	–	–	﹤0.01%	653
2022 Q1	$2K	Hold	58	–	–	﹤0.01%	666
2021 Q4	$2K	Hold	58	–	–	﹤0.01%	680
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	645
2021 Q2	$2K	Hold	58	–	–	﹤0.01%	646
2021 Q1	$2K	Hold	58	–	–	﹤0.01%	635
2020 Q4	$2K	Hold	58	–	–	﹤0.01%	623
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	668
2020 Q2	$1K	Hold	58	–	–	﹤0.01%	800
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	681
2019 Q4	$2K	Buy	+58	New	+$2.24K	﹤0.01%	619

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

SAM

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Column Capital Advisors's UBSI Position: Q3 2023 in Review

Column Capital Advisors reduced its United Bankshares (UBSI) stake by 67% in Q3 2023, selling an estimated $1.17K and leaving 19 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Column Capital Advisors first reported a position in UBSI in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.35K in Q4 2022. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

Column Capital Advisors held 19 shares of United Bankshares worth $524 as of Q3 2023.
Column Capital Advisors sold 39 United Bankshares shares in Q3 2023, an estimated $1.17K.
United Bankshares made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #751 holding.
Column Capital Advisors first reported a position in United Bankshares in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's United Bankshares position peaked at $2.35K in Q4 2022.
308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.