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Harvest Group Wealth Management’s United Bankshares UBSI Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-56
Closed -$2K – 668
2020
Q4 		$2K Hold
56
– – ﹤0.01% 389
2020
Q3 		$1K Hold
56
– – ﹤0.01% 524
2020
Q2 		$1K Sell
56
-5
-8% -$134 ﹤0.01% 427
2020
Q1 		$1K Buy
+61
New +$1.92K ﹤0.01% 441

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's UBSI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of United Bankshares (UBSI) in Q1 2021, closing a stake of 56 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in UBSI in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 278 funds tracked by Wall St. Rank hold UBSI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining United Bankshares position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 56 United Bankshares shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in United Bankshares in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's United Bankshares position peaked at $2K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held United Bankshares as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.