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Founders Financial Alliance’s United Bankshares UBSI Stock Holding History

Founders Financial Alliance’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
Q1 		– Sell
-6,855
Closed -$278K – 488
2022
Q4 		$278K Buy
6,855
+56
+0.8% +$2.27K 0.13% 173
2022
Q3 		$243K Buy
+6,799
New +$253K 0.12% 181
2020
Q4 		– Sell
-2,108
Closed -$44K – 1197
2020
Q3 		$44K Buy
+2,108
New +$54.9K 0.03% 410

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Financial Alliance's UBSI Position: Q1 2023 in Review

Founders Financial Alliance sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 6,855 shares — an estimated $278K sold.

Founders Financial Alliance first reported a position in UBSI in Q3 2020 and held it in 3 quarters. The position peaked at $278K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • Founders Financial Alliance reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 6,855 United Bankshares shares in Q1 2023, an estimated $278K.
  • Founders Financial Alliance first reported a position in United Bankshares in Q3 2020 and held it in 3 quarters.
  • Founders Financial Alliance's United Bankshares position peaked at $278K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Founders Financial Alliance's 13F filing for Q1 2023, filed 15 May 2023.