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TCM Advisors’s United Bankshares UBSI Stock Holding History

TCM 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
2025
Q2 		– Hold
0
– – – 25
2025
Q1 		– Hold
0
– – – 27
2024
Q4 		– Hold
0
– – – 24
2024
Q3 		– Hold
0
– – – 37
2024
Q2 		– Hold
0
– – – 32
2024
Q1 		– Hold
0
– – – 40
2023
Q4 		– Hold
0
– – – 35
2023
Q3 		– Hold
0
– – – 46
2023
Q2 		– Hold
0
– – – 49
2023
Q1 		– Hold
0
– – – 32
2022
Q4 		– Hold
0
– – – 45
2022
Q3 		– Hold
0
– – – 19
2022
Q2 		– Hold
0
– – – 20
2022
Q1 		– Sell
-35,027
Closed -$1.27M – 29
2021
Q4 		$1.27M Buy
+35,027
New +$1.29M 1.13% 27

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return