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Dixon Hughes Goodman Wealth Advisors’s United Bankshares UBSI Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$295K Hold
8,461
– – 0.08% 133
2021
Q4 		$307K Buy
+8,461
New +$311K 0.1% 113

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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

Dixon Hughes Goodman Wealth Advisors's UBSI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its United Bankshares (UBSI) position steady in Q1 2022 at 8,461 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #133.

Dixon Hughes Goodman Wealth Advisors first reported a position in UBSI in Q4 2021 and has held it in 2 quarters since. The position peaked at $307K in Q4 2021. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 8,461 shares of United Bankshares worth $295K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its United Bankshares share count unchanged in Q1 2022.
  • United Bankshares made up 0.08% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #133 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's United Bankshares position peaked at $307K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.