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Fieldpoint Private Securities’s United Bankshares UBSI Stock Holding History

Fieldpoint Private Securities’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
Q2 		$11K Buy
325
+298
+1,104% +$10.5K ﹤0.01% 727
2022
Q1 		$1K Hold
27
– – ﹤0.01% 1621
2021
Q4 		$1K Hold
27
– – ﹤0.01% 1612
2021
Q3 		$1K Buy
+27
New +$944 ﹤0.01% 1611

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fieldpoint Private Securities's UBSI Position: Q2 2022 in Review

Fieldpoint Private Securities increased its United Bankshares (UBSI) stake by 1,104% in Q2 2022, buying an estimated $10.5K and bringing the position to 325 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Fieldpoint Private Securities first reported a position in UBSI in Q3 2021 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2022.

  • Fieldpoint Private Securities held 325 shares of United Bankshares worth $11K as of Q2 2022.
  • Fieldpoint Private Securities bought 298 United Bankshares shares in Q2 2022, an estimated $10.5K.
  • United Bankshares made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #727 holding.
  • Fieldpoint Private Securities first reported a position in United Bankshares in Q3 2021 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.