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CSat Investment Advisory’s United Bankshares UBSI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-348
Closed -$7K – 938
2020
Q3 		$7K Buy
348
+47
+16% +$1.22K ﹤0.01% 1075
2020
Q2 		$8K Sell
301
-102
-25% -$2.74K ﹤0.01% 1074
2020
Q1 		$9K Buy
403
+67
+20% +$2.1K ﹤0.01% 945
2019
Q4 		$13K Buy
336
+34
+11% +$1.31K ﹤0.01% 921
2019
Q3 		$11K Buy
302
+60
+25% +$2.22K ﹤0.01% 902
2019
Q2 		$9K Buy
+242
New +$9.09K ﹤0.01% 921

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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 $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CSat Investment Advisory's UBSI Position: Q4 2020 in Review

CSat Investment Advisory sold out of United Bankshares (UBSI) in Q4 2020, closing a stake of 348 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in UBSI in Q2 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 271 funds tracked by Wall St. Rank hold UBSI as of Q4 2020.

  • CSat Investment Advisory reported no remaining United Bankshares position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 348 United Bankshares shares in Q4 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in United Bankshares in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's United Bankshares position peaked at $13K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.