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Sage Mountain Advisors’s United Bankshares UBSI Stock Holding History

Sage Mountain 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
2024
Q4 		– Sell
-6,083
Closed -$226K – 516
2024
Q3 		$226K Buy
+6,083
New +$222K 0.02% 361

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sage Mountain Advisors's UBSI Position: Q4 2024 in Review

Sage Mountain Advisors sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 6,083 shares — an estimated $226K sold.

Sage Mountain Advisors first reported a position in UBSI in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Sage Mountain Advisors reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,083 United Bankshares shares in Q4 2024, an estimated $226K.
  • Sage Mountain Advisors first reported a position in United Bankshares in Q3 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's United Bankshares position peaked at $226K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.