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Meridian Wealth Partners’s United Bankshares UBSI Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-55
Closed -$2K – 1187
2021
Q1 		$2K Buy
+55
New +$2.02K ﹤0.01% 1054

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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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's UBSI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 55 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in UBSI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 55 United Bankshares shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in United Bankshares in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's United Bankshares position peaked at $2K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.