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Heritage Wealth Management (Arizona)’s United Bankshares UBSI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$370K Buy
9,139
+4,926
+117% +$200K 0.05% 269
2022
Q3 		$151K Sell
4,213
-1,916
-31% -$71.4K 0.05% 278
2022
Q2 		$215K Buy
6,129
+588
+11% +$20.6K 0.07% 227
2022
Q1 		$193K Buy
+5,541
New +$201K 0.05% 275
2021
Q3 		$103K Buy
2,839
+426
+18% +$14.9K 0.04% 334
2021
Q2 		$88K Buy
+2,413
New +$94.8K 0.03% 360

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s UBSI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its United Bankshares (UBSI) stake by 117% in Q4 2022, buying an estimated $200K and bringing the position to 9,139 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #269.

Heritage Wealth Management (Arizona) first reported a position in UBSI in Q2 2021 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 9,139 shares of United Bankshares worth $370K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4,926 United Bankshares shares in Q4 2022, an estimated $200K.
  • United Bankshares made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #269 holding.
  • Heritage Wealth Management (Arizona) first reported a position in United Bankshares in Q2 2021 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.