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NewEdge Advisors’s United Bancorp UBCP Stock Holding History

NewEdge Advisors’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$14 – 4004
2024
Q1 		$14 Hold
1
– – ﹤0.01% 3771
2023
Q4 		$13 Hold
1
– – ﹤0.01% 3712
2023
Q3 		$12 Buy
+1
New +$12 ﹤0.01% 3435

Other funds holding UBCP

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

NewEdge Advisors's UBCP Position: Q2 2024 in Review

NewEdge Advisors sold out of United Bancorp (UBCP) in Q2 2024, closing a stake of 1 share — an estimated $14 sold.

NewEdge Advisors first reported a position in UBCP in Q3 2023 and held it in 3 quarters. The position peaked at $14 in Q1 2024. 25 funds tracked by Wall St. Rank hold UBCP as of Q2 2024.

  • NewEdge Advisors reported no remaining United Bancorp position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1 United Bancorp share in Q2 2024, an estimated $14.
  • NewEdge Advisors first reported a position in United Bancorp in Q3 2023 and held it in 3 quarters.
  • NewEdge Advisors's United Bancorp position peaked at $14 in Q1 2024.
  • 25 funds tracked by Wall St. Rank held United Bancorp as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.