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Concord Wealth Partners’s United Bankshares UBSI Stock Holding History

Concord Wealth Partners’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 		– Sell
-1,494
Closed -$44.3K – 1074
2023
Q2 		$44.3K Hold
1,494
– – 0.01% 384
2023
Q1 		$52.6K Hold
1,494
– – 0.01% 341
2022
Q4 		$60.5K Buy
+1,494
New +$60.6K 0.02% 337
2022
Q3 		– Sell
-1,494
Closed -$52K – 1081
2022
Q2 		$52K Hold
1,494
– – 0.01% 370
2022
Q1 		$52K Hold
1,494
– – 0.01% 432
2021
Q4 		$54K Hold
1,494
– – 0.01% 445
2021
Q3 		$54K Hold
1,494
– – 0.02% 206
2021
Q2 		$55K Hold
1,494
– – 0.02% 344
2021
Q1 		$58K Hold
1,494
– – 0.02% 310
2020
Q4 		$48K Buy
+1,494
New +$42.2K 0.04% 217

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return