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Guardian Wealth Advisors (North Carolina)’s United Bankshares UBSI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-5,673
Closed -$202K – 438
2023
Q1 		$202K Hold
5,673
– – 0.04% 213
2022
Q4 		$232K Hold
5,673
– – 0.04% 181
2022
Q3 		$205K Hold
5,673
– – 0.04% 187
2022
Q2 		$201K Buy
+5,673
New +$199K 0.04% 186

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s UBSI Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 5,673 shares — an estimated $202K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UBSI in Q2 2022 and held it in 4 quarters. The position peaked at $232K in Q4 2022. 297 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 5,673 United Bankshares shares in Q2 2023, an estimated $202K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in United Bankshares in Q2 2022 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s United Bankshares position peaked at $232K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.