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Sowell Financial Services’s United Bankshares UBSI Stock Holding History

Sowell Financial Services’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
-6,161
Closed -$250K – 2575
2021
Q1 		$250K Buy
6,161
+5,861
+1,954% +$215K 0.01% 925
2020
Q4 		$10K Hold
300
– – ﹤0.01% 2027
2020
Q3 		$6K Hold
300
– – ﹤0.01% 1965
2020
Q2 		$8K Hold
300
– – ﹤0.01% 1778
2020
Q1 		$7K Sell
300
-735
-71% -$23.1K ﹤0.01% 1738
2019
Q4 		$40K Sell
1,035
-147
-12% -$5.67K ﹤0.01% 1219
2019
Q3 		$45K Buy
+1,182
New +$43.8K ﹤0.01% 1030

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's UBSI Position: Q2 2021 in Review

Sowell Financial Services sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 6,161 shares — an estimated $250K sold.

Sowell Financial Services first reported a position in UBSI in Q3 2019 and held it in 7 quarters. The position peaked at $250K in Q1 2021. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • Sowell Financial Services reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,161 United Bankshares shares in Q2 2021, an estimated $250K.
  • Sowell Financial Services first reported a position in United Bankshares in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's United Bankshares position peaked at $250K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.