Lenox Wealth Advisors’s United Bankshares UBSI Stock Holding History

Lenox Wealth Advisors’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 Q1	$232K	Hold	6,898	–	–	0.03%	101
2021 Q4	$250K	Hold	6,898	–	–	0.03%	92
2021 Q3	$251K	Hold	6,898	–	–	0.03%	88
2021 Q2	$252K	Hold	6,898	–	–	0.03%	91
2021 Q1	$266K	Hold	6,898	–	–	0.04%	71
2020 Q4	$223K	Hold	6,898	–	–	0.03%	80
2020 Q3	$148K	Hold	6,898	–	–	0.02%	93
2020 Q2	$191K	Hold	6,898	–	–	0.03%	71
2020 Q1	$159K	Hold	6,898	–	–	0.03%	73
2019 Q4	$267K	Hold	6,898	–	–	0.04%	75
2019 Q3	$261K	Hold	6,898	–	–	0.04%	67
2019 Q2	$256K	Hold	6,898	–	–	0.04%	62
2019 Q1	$250K	Hold	6,898	–	–	0.05%	56
2018 Q4	$215K	Hold	6,898	–	–	0.05%	60
2018 Q3	$251K	Hold	6,898	–	–	0.05%	62
2018 Q2	$251K	Hold	6,898	–	–	0.06%	47
2018 Q1	$243K	Buy	+6,898	New	+$250K	0.06%	48

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's UBSI Position: Q1 2022 in Review

Lenox Wealth Advisors held its United Bankshares (UBSI) position steady in Q1 2022 at 6,898 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #101.

Lenox Wealth Advisors first reported a position in UBSI in Q1 2018 and has held it in 17 quarters since. The position peaked at $267K in Q4 2019. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

Lenox Wealth Advisors held 6,898 shares of United Bankshares worth $232K as of Q1 2022.
Lenox Wealth Advisors left its United Bankshares share count unchanged in Q1 2022.
United Bankshares made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #101 holding.
Lenox Wealth Advisors first reported a position in United Bankshares in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's United Bankshares position peaked at $267K in Q4 2019.
305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.