Doyle Wealth Management’s United Bankshares UBSI Stock Holding History

Doyle Wealth Management’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	$303K	Hold	8,468	–	–	0.03%	162
2022 Q2	$297K	Hold	8,468	–	–	0.02%	171
2022 Q1	$295K	Hold	8,468	–	–	0.02%	201
2021 Q4	$307K	Hold	8,468	–	–	0.02%	188
2021 Q3	$308K	Hold	8,468	–	–	0.02%	183
2021 Q2	$309K	Hold	8,468	–	–	0.03%	178
2021 Q1	$327K	Hold	8,468	–	–	0.03%	168
2020 Q4	$274K	Buy	+8,468	New	+$239K	0.03%	176
2020 Q3	–	Sell	-8,468	Closed	-$234K	–	195
2020 Q2	$234K	Buy	+8,468	New	+$227K	0.03%	162
2020 Q1	–	Sell	-8,468	Closed	-$327K	–	209
2019 Q4	$327K	Hold	8,468	–	–	0.04%	154
2019 Q3	$321K	Hold	8,468	–	–	0.04%	151
2019 Q2	$314K	Hold	8,468	–	–	0.04%	148
2019 Q1	$330K	Hold	8,468	–	–	0.05%	144
2018 Q4	$263K	Hold	8,468	–	–	0.04%	154
2018 Q3	$308K	Hold	8,468	–	–	0.05%	149
2018 Q2	$308K	Hold	8,468	–	–	0.05%	144
2018 Q1	$298K	Hold	8,468	–	–	0.05%	133
2017 Q4	$294K	Hold	8,468	–	–	0.05%	137
2017 Q3	$315K	Buy	+8,468	New	+$298K	0.06%	115

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's UBSI Position: Q3 2022 in Review

Doyle Wealth Management held its United Bankshares (UBSI) position steady in Q3 2022 at 8,468 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #162.

Doyle Wealth Management first reported a position in UBSI in Q3 2017 and has held it in 19 quarters since. The position peaked at $330K in Q1 2019. 313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

Doyle Wealth Management held 8,468 shares of United Bankshares worth $303K as of Q3 2022.
Doyle Wealth Management left its United Bankshares share count unchanged in Q3 2022.
United Bankshares made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #162 holding.
Doyle Wealth Management first reported a position in United Bankshares in Q3 2017 and has held it in 19 quarters since.
Doyle Wealth Management's United Bankshares position peaked at $330K in Q1 2019.
313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.