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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return