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GoalVest Advisory’s United Bankshares UBSI Stock Holding History

GoalVest Advisory’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
-93
Closed -$2.57K – 491
2023
Q3 		$2.57K Buy
93
+11
+13% +$331 ﹤0.01% 405
2023
Q2 		$2.43K Buy
+82
New +$2.58K ﹤0.01% 342

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GoalVest Advisory's UBSI Position: Q4 2023 in Review

GoalVest Advisory sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 93 shares — an estimated $2.57K sold.

GoalVest Advisory first reported a position in UBSI in Q2 2023 and held it in 2 quarters. The position peaked at $2.57K in Q3 2023. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • GoalVest Advisory reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 93 United Bankshares shares in Q4 2023, an estimated $2.57K.
  • GoalVest Advisory first reported a position in United Bankshares in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's United Bankshares position peaked at $2.57K in Q3 2023.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.