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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
2021
Q3 		– Sell
-1
Closed -$37K – 1006
2021
Q2 		$37K Buy
+1
New +$39 0.01% 660

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's UBSI Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of United Bankshares (UBSI) in Q3 2021, closing a stake of 1 share — an estimated $37K sold.

Financial Gravity Asset Management first reported a position in UBSI in Q2 2021 and held it in 1 quarter. The position peaked at $37K in Q2 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining United Bankshares position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 United Bankshares share in Q3 2021, an estimated $37K.
  • Financial Gravity Asset Management first reported a position in United Bankshares in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's United Bankshares position peaked at $37K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.