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INVST’s United Bankshares UBSI Stock Holding History

INVST’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
Q1 		– Sell
-19,689
Closed -$791K – 194
2022
Q4 		$791K Sell
19,689
-1,466
-7% -$59.4K 0.12% 101
2022
Q3 		$781K Buy
21,155
+710
+3% +$26.5K 0.13% 93
2022
Q2 		$799K Buy
20,445
+6,950
+52% +$244K 0.12% 94
2022
Q1 		$472K Buy
13,495
+207
+2% +$7.52K 0.08% 119
2021
Q4 		$477K Buy
+13,288
New +$489K 0.07% 121

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

INVST's UBSI Position: Q1 2023 in Review

INVST sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 19,689 shares — an estimated $791K sold.

INVST first reported a position in UBSI in Q4 2021 and held it in 5 quarters. The position peaked at $799K in Q2 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • INVST reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • INVST sold 19,689 United Bankshares shares in Q1 2023, an estimated $791K.
  • INVST first reported a position in United Bankshares in Q4 2021 and held it in 5 quarters.
  • INVST's United Bankshares position peaked at $799K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.