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Stratos Wealth Advisors’s United Bankshares UBSI Stock Holding History

Stratos 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
2024
Q4 		– Sell
-8,201
Closed -$304K – 773
2024
Q3 		$304K Buy
8,201
+14
+0.2% +$511 0.01% 602
2024
Q2 		$266K Buy
8,187
+317
+4% +$10.5K 0.01% 600
2024
Q1 		$282K Sell
7,870
-161
-2% -$5.69K 0.02% 566
2023
Q4 		$302K Buy
8,031
+15
+0.2% +$477 0.02% 553
2023
Q3 		$221K Buy
+8,016
New +$241K 0.01% 600
2023
Q2 		– Sell
-6,159
Closed -$217K – 661
2023
Q1 		$217K Sell
6,159
-6
-0.1% -$235 0.02% 564
2022
Q4 		$250K Buy
6,165
+134
+2% +$5.43K 0.02% 504
2022
Q3 		$216K Buy
6,031
+61
+1% +$2.27K 0.02% 468
2022
Q2 		$209K Buy
5,970
+59
+1% +$2.07K 0.02% 485
2022
Q1 		$206K Buy
5,911
+59
+1% +$2.14K 0.02% 501
2021
Q4 		$212K Buy
+5,852
New +$215K 0.02% 528

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratos Wealth Advisors's UBSI Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 8,201 shares — an estimated $304K sold.

Stratos Wealth Advisors first reported a position in UBSI in Q4 2021 and held it in 11 quarters. The position peaked at $304K in Q3 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 8,201 United Bankshares shares in Q4 2024, an estimated $304K.
  • Stratos Wealth Advisors first reported a position in United Bankshares in Q4 2021 and held it in 11 quarters.
  • Stratos Wealth Advisors's United Bankshares position peaked at $304K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.