Sheets Smith Wealth Management’s United Bankshares UBSI Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-8,732	Closed	-$312K	–	326
2022 Q3	$312K	Hold	8,732	–	–	0.05%	237
2022 Q2	$306K	Sell	8,732 -3,980	-31%	-$140K	0.05%	242
2022 Q1	$443K	Hold	12,712	–	–	0.06%	231
2021 Q4	$461K	Sell	12,712 -1,448	-10%	-$53.3K	0.06%	242
2021 Q3	$515K	Sell	14,160 -1,558	-10%	-$54.5K	0.07%	215
2021 Q2	$574K	Hold	15,718	–	–	0.08%	202
2021 Q1	$606K	Hold	15,718	–	–	0.09%	181
2020 Q4	$509K	Hold	15,718	–	–	0.08%	199
2020 Q3	$337K	Sell	15,718 -2,046	-12%	-$53.3K	0.06%	227
2020 Q2	$491K	Buy	+17,764	New	+$477K	0.1%	156

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's UBSI Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of United Bankshares (UBSI) in Q4 2022, closing a stake of 8,732 shares — an estimated $312K sold.

Sheets Smith Wealth Management first reported a position in UBSI in Q2 2020 and held it in 10 quarters. The position peaked at $606K in Q1 2021. 323 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

Sheets Smith Wealth Management reported no remaining United Bankshares position as of Q4 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,732 United Bankshares shares in Q4 2022, an estimated $312K.
Sheets Smith Wealth Management first reported a position in United Bankshares in Q2 2020 and held it in 10 quarters.
Sheets Smith Wealth Management's United Bankshares position peaked at $606K in Q1 2021.
323 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.