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Patriot Financial Group Insurance Agency’s United Bankshares UBSI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$7K – 1848
2022
Q2 		$7K Hold
200
– – ﹤0.01% 1396
2022
Q1 		$7K Hold
200
– – ﹤0.01% 1512
2021
Q4 		$7K Buy
+200
New +$7.36K ﹤0.01% 1626

Other funds holding UBSI

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UBSI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of United Bankshares (UBSI) in Q3 2022, closing a stake of 200 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in UBSI in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 314 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining United Bankshares position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 United Bankshares shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in United Bankshares in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's United Bankshares position peaked at $7K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.