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Kiely Wealth Advisory Group’s United Bankshares UBSI Stock Holding History

Kiely Wealth 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
2024
Q2 		– Sell
-1,932
Closed -$64.1K – 318
2024
Q1 		$64.1K Buy
1,932
+1,093
+130% +$38.6K 0.04% 91
2023
Q4 		$30.9K Buy
+839
New +$26.7K 0.02% 118

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiely Wealth Advisory Group's UBSI Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 1,932 shares — an estimated $64.1K sold.

Kiely Wealth Advisory Group first reported a position in UBSI in Q4 2023 and held it in 2 quarters. The position peaked at $64.1K in Q1 2024. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • Kiely Wealth Advisory Group reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 1,932 United Bankshares shares in Q2 2024, an estimated $64.1K.
  • Kiely Wealth Advisory Group first reported a position in United Bankshares in Q4 2023 and held it in 2 quarters.
  • Kiely Wealth Advisory Group's United Bankshares position peaked at $64.1K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.