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Evoke Wealth’s United Bankshares UBSI Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-40
Closed -$1K – 1136
2020
Q2 		$1K Buy
40
+9
+29% +$242 ﹤0.01% 1040
2020
Q1 		$715 Sell
31
-631
-95% -$19.8K ﹤0.01% 980
2019
Q4 		$25.8K Hold
662
– – ﹤0.01% 536
2019
Q3 		$25.3K Buy
+662
New +$24.5K ﹤0.01% 600

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's UBSI Position: Q3 2020 in Review

Evoke Wealth sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 40 shares — an estimated $1K sold.

Evoke Wealth first reported a position in UBSI in Q3 2019 and held it in 4 quarters. The position peaked at $25.8K in Q4 2019. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • Evoke Wealth reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 40 United Bankshares shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in United Bankshares in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's United Bankshares position peaked at $25.8K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.