MFT
UBSI icon

Moisand Fitzgerald Tamayo’s United Bankshares UBSI Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-20
Closed -$594 – 824
2023
Q2 		$594 Hold
20
– – ﹤0.01% 704
2023
Q1 		$704 Hold
20
– – ﹤0.01% 733
2022
Q4 		$810 Buy
+20
New +$811 ﹤0.01% 701

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

Moisand Fitzgerald Tamayo's UBSI Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 20 shares — an estimated $594 sold.

Moisand Fitzgerald Tamayo first reported a position in UBSI in Q4 2022 and held it in 3 quarters. The position peaked at $810 in Q4 2022. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 20 United Bankshares shares in Q3 2023, an estimated $594.
  • Moisand Fitzgerald Tamayo first reported a position in United Bankshares in Q4 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's United Bankshares position peaked at $810 in Q4 2022.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.