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Realta Investment Advisors’s United Bankshares UBSI Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-27
Closed -$1K – 1316
2019
Q4 		$1K Sell
27
-100
-79% -$3.86K ﹤0.01% 1555
2019
Q3 		$5K Hold
127
– – ﹤0.01% 1339
2019
Q2 		$5K Hold
127
– – ﹤0.01% 1390
2019
Q1 		$5K Buy
+127
New +$4.58K ﹤0.01% 1082

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Realta Investment Advisors's UBSI Position: Q1 2020 in Review

Realta Investment Advisors sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 27 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in UBSI in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Realta Investment Advisors reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 27 United Bankshares shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in United Bankshares in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's United Bankshares position peaked at $5K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.