Next Financial Group’s United Bankshares UBSI Stock Holding History

Next Financial Group’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 Q4	$1K	Buy	+38	New	+$1.4K	﹤0.01%	2811
2021 Q2	–	Sell	-149	Closed	-$6K	–	2717
2021 Q1	$6K	Buy	+149	New	+$5.46K	﹤0.01%	2058
2019 Q3	–	Sell	-12	Closed	–	–	2428
2019 Q2	$0	Sell	12 -9,869	-100%	-$371K	﹤0.01%	2389
2019 Q1	$361K	Buy	+9,881	New	+$356K	0.09%	207
2017 Q2	–	Sell	-300	Closed	-$12K	–	1985
2017 Q1	$12K	Sell	300 -376	-56%	-$16.6K	﹤0.01%	1225
2016 Q4	$31K	Hold	676	–	–	0.01%	1171
2016 Q3	$25K	Hold	676	–	–	﹤0.01%	1252
2016 Q2	$25K	Hold	676	–	–	0.01%	889
2016 Q1	$24K	Hold	676	–	–	0.01%	873
2015 Q4	$25K	Hold	676	–	–	0.01%	860
2015 Q3	$25K	Hold	676	–	–	0.01%	872
2015 Q2	$27K	Hold	676	–	–	0.01%	886
2015 Q1	$25K	Sell	676 -650	-49%	-$23.8K	0.01%	912
2014 Q4	$50K	Hold	1,326	–	–	0.02%	651
2014 Q3	$41K	Buy	+1,326	New	+$42.7K	0.01%	1054

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Next Financial Group's UBSI Position: Q4 2021 in Review

Next Financial Group opened a new position in United Bankshares (UBSI) in Q4 2021: 38 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2811 among its holdings. This is a return to the name: Next Financial Group previously reported a position in UBSI as recently as Q1 2021.

Next Financial Group first reported a position in UBSI in Q3 2014 and has held it in 15 quarters since. The position peaked at $361K in Q1 2019. 301 funds tracked by Wall St. Rank hold UBSI as of Q4 2021.

Next Financial Group held 38 shares of United Bankshares worth $1K as of Q4 2021.
United Bankshares was a new Next Financial Group position in Q4 2021.
United Bankshares made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2811 holding.
Next Financial Group first reported a position in United Bankshares in Q3 2014 and has held it in 15 quarters since.
Next Financial Group's United Bankshares position peaked at $361K in Q1 2019.
301 funds tracked by Wall St. Rank held United Bankshares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.