TCWP’s United Bankshares UBSI Stock Holding History

TCWP’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
2022 Q2	–	Sell	-30	Closed	-$1K	–	1646
2022 Q1	$1K	Buy	+30	New	+$1.09K	﹤0.01%	1642

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCWP's UBSI Position: Q2 2022 in Review

TCWP sold out of United Bankshares (UBSI) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

TCWP first reported a position in UBSI in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2022.

TCWP reported no remaining United Bankshares position as of Q2 2022 after selling out during the quarter.
TCWP sold 30 United Bankshares shares in Q2 2022, an estimated $1K.
TCWP first reported a position in United Bankshares in Q1 2022 and held it in 1 quarter.
TCWP's United Bankshares position peaked at $1K in Q1 2022.
295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.