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CoreFirst Bank & Trust’s United Bankshares UBSI Stock Holding History

CoreFirst Bank & Trust’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
2022
Q3 		– Sell
-1,200
Closed -$42K – 411
2022
Q2 		$42K Hold
1,200
– – 0.03% 229
2022
Q1 		$42K Hold
1,200
– – 0.03% 257
2021
Q4 		$44K Hold
1,200
– – 0.03% 270
2021
Q3 		$44K Hold
1,200
– – 0.03% 269
2021
Q2 		$44K Hold
1,200
– – 0.03% 271
2021
Q1 		$46K Hold
1,200
– – 0.03% 263
2020
Q4 		$39K Buy
+1,200
New +$33.9K 0.03% 252

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CoreFirst Bank & Trust's UBSI Position: Q3 2022 in Review

CoreFirst Bank & Trust sold out of United Bankshares (UBSI) in Q3 2022, closing a stake of 1,200 shares — an estimated $42K sold.

CoreFirst Bank & Trust first reported a position in UBSI in Q4 2020 and held it in 7 quarters. The position peaked at $46K in Q1 2021. 313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • CoreFirst Bank & Trust reported no remaining United Bankshares position as of Q3 2022 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,200 United Bankshares shares in Q3 2022, an estimated $42K.
  • CoreFirst Bank & Trust first reported a position in United Bankshares in Q4 2020 and held it in 7 quarters.
  • CoreFirst Bank & Trust's United Bankshares position peaked at $46K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2022, filed 16 Nov 2022.