D'Orazio & Associates’s United Bankshares UBSI Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-225	Closed	-$8K	–	668
2021 Q3	$8K	Hold	225	–	–	﹤0.01%	584
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	329
2021 Q1	$9K	Hold	225	–	–	﹤0.01%	298
2020 Q4	$7K	Hold	225	–	–	﹤0.01%	292
2020 Q3	$5K	Hold	225	–	–	﹤0.01%	269
2020 Q2	$6K	Hold	225	–	–	﹤0.01%	269
2020 Q1	$5K	Hold	225	–	–	﹤0.01%	261
2019 Q4	$9K	Hold	225	–	–	﹤0.01%	256
2019 Q3	$9K	Hold	225	–	–	﹤0.01%	260
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	260
2019 Q1	$8K	Hold	225	–	–	﹤0.01%	254
2018 Q4	$7K	Hold	225	–	–	﹤0.01%	237
2018 Q3	$8K	Hold	225	–	–	﹤0.01%	221
2018 Q2	$8K	Hold	225	–	–	﹤0.01%	214
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	217
2017 Q4	$8K	Buy	+225	New	+$8.12K	﹤0.01%	239

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

Janus Henderson Group London $209B AUM 37.72% 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

D'Orazio & Associates's UBSI Position: Q4 2021 in Review

D'Orazio & Associates sold out of United Bankshares (UBSI) in Q4 2021, closing a stake of 225 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in UBSI in Q4 2017 and held it in 16 quarters. The position peaked at $9K in Q1 2021. 301 funds tracked by Wall St. Rank hold UBSI as of Q4 2021.

D'Orazio & Associates reported no remaining United Bankshares position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 225 United Bankshares shares in Q4 2021, an estimated $8K.
D'Orazio & Associates first reported a position in United Bankshares in Q4 2017 and held it in 16 quarters.
D'Orazio & Associates's United Bankshares position peaked at $9K in Q1 2021.
301 funds tracked by Wall St. Rank held United Bankshares as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.