Level Four Advisory Services’s United Bankshares UBSI Stock Holding History

Level Four Advisory Services’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	-5,022	Closed	-$203K	–	828
2022 Q4	$203K	Buy	+5,022	New	+$204K	0.02%	615

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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 Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Advisory Services's UBSI Position: Q1 2023 in Review

Level Four Advisory Services sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 5,022 shares — an estimated $203K sold.

Level Four Advisory Services first reported a position in UBSI in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

Level Four Advisory Services reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,022 United Bankshares shares in Q1 2023, an estimated $203K.
Level Four Advisory Services first reported a position in United Bankshares in Q4 2022 and held it in 1 quarter.
Level Four Advisory Services's United Bankshares position peaked at $203K in Q4 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.