Financial Gravity Asset Management’s United Bankshares UBSI Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$82	–	2378
2024 Q1	$82	Buy	+2	New	+$71	﹤0.01%	1760
2023 Q3	–	Sell	-30	Closed	-$1.17K	–	1757
2023 Q2	$1.17K	Sell	30 -5	-14%	-$157	﹤0.01%	771
2023 Q1	$3	Sell	35 -5	-13%	-$196	﹤0.01%	972
2022 Q4	$1.43K	Buy	+40	New	+$1.62K	0.01%	594
2021 Q3	–	Sell	-1	Closed	-$37K	–	1006
2021 Q2	$37K	Buy	+1	New	+$39	0.01%	660

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's UBSI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 2 shares — an estimated $82 sold.

Financial Gravity Asset Management first reported a position in UBSI in Q2 2021 and held it in 5 quarters. The position peaked at $37K in Q2 2021. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

Financial Gravity Asset Management reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 United Bankshares shares in Q2 2024, an estimated $82.
Financial Gravity Asset Management first reported a position in United Bankshares in Q2 2021 and held it in 5 quarters.
Financial Gravity Asset Management's United Bankshares position peaked at $37K in Q2 2021.
304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.