FinTrust Capital Advisors’s United Bankshares UBSI Stock Holding History

FinTrust Capital Advisors’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
2023 Q4	–	Sell	-20	Closed	-$552	–	1340
2023 Q3	$552	Sell	20 -8	-29%	-$241	﹤0.01%	1164
2023 Q2	$1.13K	Hold	28	–	–	﹤0.01%	1094
2023 Q1	$1.13K	Hold	28	–	–	﹤0.01%	1087
2022 Q4	$1.13K	Sell	28 -208	-88%	-$8.43K	﹤0.01%	1084
2022 Q3	$9K	Hold	236	–	–	﹤0.01%	907
2022 Q2	$9K	Sell	236 -10	-4%	-$351	﹤0.01%	924
2022 Q1	$8K	Hold	246	–	–	﹤0.01%	1003
2021 Q4	$9K	Hold	246	–	–	﹤0.01%	942
2021 Q3	$9K	Hold	246	–	–	﹤0.01%	946
2021 Q2	$9K	Hold	246	–	–	﹤0.01%	965
2021 Q1	$9K	Hold	246	–	–	﹤0.01%	931
2020 Q4	$8K	Hold	246	–	–	﹤0.01%	902
2020 Q3	$5K	Buy	246 +208	+547%	+$5.42K	﹤0.01%	967
2020 Q2	$1K	Sell	38 -73	-66%	-$1.96K	﹤0.01%	1035
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	972
2019 Q4	$4K	Hold	111	–	–	﹤0.01%	912
2019 Q3	$4K	Buy	111 +15	+16%	+$556	﹤0.01%	920
2019 Q2	$4K	Sell	96 -92	-49%	-$3.46K	﹤0.01%	882
2019 Q1	$6K	Sell	188 -67	-26%	-$2.42K	﹤0.01%	906
2018 Q4	$8K	Buy	+255	New	+$8.61K	﹤0.01%	837

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 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

FinTrust Capital Advisors's UBSI Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 20 shares — an estimated $552 sold.

FinTrust Capital Advisors first reported a position in UBSI in Q4 2018 and held it in 20 quarters. The position peaked at $9K in Q3 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

FinTrust Capital Advisors reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 20 United Bankshares shares in Q4 2023, an estimated $552.
FinTrust Capital Advisors first reported a position in United Bankshares in Q4 2018 and held it in 20 quarters.
FinTrust Capital Advisors's United Bankshares position peaked at $9K in Q3 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.