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 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 $3.38T AUM 44.17% 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

Concord Wealth Partners's UBSI Position: Q3 2023 in Review

Concord Wealth Partners sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 1,494 shares — an estimated $44.3K sold.

Concord Wealth Partners first reported a position in UBSI in Q4 2020 and held it in 10 quarters. The position peaked at $60.5K in Q4 2022. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

Concord Wealth Partners reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 1,494 United Bankshares shares in Q3 2023, an estimated $44.3K.
Concord Wealth Partners first reported a position in United Bankshares in Q4 2020 and held it in 10 quarters.
Concord Wealth Partners's United Bankshares position peaked at $60.5K in Q4 2022.
308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.