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Investment Research & Advisory Group’s United Bankshares UBSI Stock Holding History

Investment Research & Advisory Group’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
2020
Q1 		– Sell
-191
Closed -$7K – 186
2019
Q4 		$7K Buy
+191
New +$7.37K 0.01% 173

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Investment Research & Advisory Group's UBSI Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 191 shares — an estimated $7K sold.

Investment Research & Advisory Group first reported a position in UBSI in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 191 United Bankshares shares in Q1 2020, an estimated $7K.
  • Investment Research & Advisory Group first reported a position in United Bankshares in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's United Bankshares position peaked at $7K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.