TCI Wealth Advisors’s United Bankshares UBSI Stock Holding History

TCI 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 Q2	–	Sell	-679	Closed	-$23.9K	–	2107
2023 Q1	$23.9K	Sell	679 -1	-0.1%	-$39	﹤0.01%	641
2022 Q4	$27.5K	Buy	680 +1	+0.1%	+$41	﹤0.01%	575
2022 Q3	$24K	Buy	679 +9	+1%	+$335	﹤0.01%	585
2022 Q2	$23K	Buy	670 +154	+30%	+$5.4K	﹤0.01%	604
2022 Q1	$18K	Sell	516 -45	-8%	-$1.64K	﹤0.01%	749
2021 Q4	$20K	Buy	561 +45	+9%	+$1.66K	﹤0.01%	725
2021 Q3	$19K	Buy	516 +193	+60%	+$6.75K	﹤0.01%	720
2021 Q2	$12K	Buy	323 +4	+1%	+$157	﹤0.01%	875
2021 Q1	$12K	Buy	319 +186	+140%	+$6.82K	0.01%	777
2020 Q4	$4K	Hold	133	–	–	﹤0.01%	1020
2020 Q3	$3K	Hold	133	–	–	﹤0.01%	1015
2020 Q2	$4K	Hold	133	–	–	﹤0.01%	844
2020 Q1	$3K	Buy	+133	New	+$4.18K	﹤0.01%	928

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's UBSI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 679 shares — an estimated $23.9K sold.

TCI Wealth Advisors first reported a position in UBSI in Q1 2020 and held it in 13 quarters. The position peaked at $27.5K in Q4 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

TCI Wealth Advisors reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 679 United Bankshares shares in Q2 2023, an estimated $23.9K.
TCI Wealth Advisors first reported a position in United Bankshares in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's United Bankshares position peaked at $27.5K in Q4 2022.
295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.