Retirement Group’s United Bankshares UBSI Stock Holding History

Retirement 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 Q2	–	Sell	-135	Closed	-$5K	–	775
2021 Q1	$5K	Buy	+135	New	+$4.95K	﹤0.01%	563

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

Retirement Group's UBSI Position: Q2 2021 in Review

Retirement Group sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 135 shares — an estimated $5K sold.

Retirement Group first reported a position in UBSI in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

Retirement Group reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
Retirement Group sold 135 United Bankshares shares in Q2 2021, an estimated $5K.
Retirement Group first reported a position in United Bankshares in Q1 2021 and held it in 1 quarter.
Retirement Group's United Bankshares position peaked at $5K in Q1 2021.
280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.