SFS
UBSI icon

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 – 2579
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 $5.7T 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
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
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