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SOA Wealth Advisors’s United Bankshares UBSI Stock Holding History

SOA Wealth 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
2021
Q3 		– Sell
-909
Closed -$33K – 996
2021
Q2 		$33K Buy
909
+6
+0.7% +$236 0.01% 372
2021
Q1 		$34K Hold
903
– – 0.01% 319
2020
Q4 		$31K Buy
+903
New +$25.5K 0.01% 328

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's UBSI Position: Q3 2021 in Review

SOA Wealth Advisors sold out of United Bankshares (UBSI) in Q3 2021, closing a stake of 909 shares — an estimated $33K sold.

SOA Wealth Advisors first reported a position in UBSI in Q4 2020 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

  • SOA Wealth Advisors reported no remaining United Bankshares position as of Q3 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 909 United Bankshares shares in Q3 2021, an estimated $33K.
  • SOA Wealth Advisors first reported a position in United Bankshares in Q4 2020 and held it in 3 quarters.
  • SOA Wealth Advisors's United Bankshares position peaked at $34K in Q1 2021.
  • 294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on SOA Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.