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Sutton Wealth Advisors’s United Bankshares UBSI Stock Holding History

Sutton 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
2023
Q1 		– Sell
-3
Closed -$121 – 1521
2022
Q4 		$121 Hold
3
– – ﹤0.01% 1630
2022
Q3 		$107 Buy
+3
New +$112 ﹤0.01% 1586
2017
Q2 		– Sell
-1,020
Closed -$43.1K – 1107
2017
Q1 		$43.1K Hold
1,020
– – 0.04% 288
2016
Q4 		$47.2K Hold
1,020
– – 0.04% 280
2016
Q3 		$38.4K Hold
1,020
– – 0.04% 299
2016
Q2 		$38.3K Hold
1,020
– – 0.04% 287
2016
Q1 		$37.4K Buy
+1,020
New +$35.8K 0.04% 291

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T 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
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
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

Sutton Wealth Advisors's UBSI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 3 shares — an estimated $121 sold.

Sutton Wealth Advisors first reported a position in UBSI in Q1 2016 and held it in 7 quarters. The position peaked at $47.2K in Q4 2016. 310 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 United Bankshares shares in Q1 2023, an estimated $121.
  • Sutton Wealth Advisors first reported a position in United Bankshares in Q1 2016 and held it in 7 quarters.
  • Sutton Wealth Advisors's United Bankshares position peaked at $47.2K in Q4 2016.
  • 310 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.