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Janiczek Wealth Management’s United Bankshares UBSI Stock Holding History

Janiczek 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
2022
Q2 		– Sell
-103
Closed -$4K – 1073
2022
Q1 		$4K Hold
103
– – ﹤0.01% 712
2021
Q4 		$4K Buy
103
+88
+587% +$3.24K ﹤0.01% 760
2021
Q3 		$1K Buy
+15
New +$524 ﹤0.01% 934

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Janiczek Wealth Management's UBSI Position: Q2 2022 in Review

Janiczek Wealth Management sold out of United Bankshares (UBSI) in Q2 2022, closing a stake of 103 shares — an estimated $4K sold.

Janiczek Wealth Management first reported a position in UBSI in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2022.

  • Janiczek Wealth Management reported no remaining United Bankshares position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 103 United Bankshares shares in Q2 2022, an estimated $4K.
  • Janiczek Wealth Management first reported a position in United Bankshares in Q3 2021 and held it in 3 quarters.
  • Janiczek Wealth Management's United Bankshares position peaked at $4K in Q1 2022.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.