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TFO Wealth Partners’s United Bankshares UBSI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-8
Closed -$286 – 699
2024
Q1 		$286 Hold
8
– – ﹤0.01% 412
2023
Q4 		$300 Hold
8
– – ﹤0.01% 521
2023
Q3 		$237 Hold
8
– – ﹤0.01% 745
2023
Q2 		$237 Hold
8
– – ﹤0.01% 463
2023
Q1 		$282 Sell
8
-193
-96% -$7.58K ﹤0.01% 393
2022
Q4 		$6.79K Buy
+201
New +$8.15K ﹤0.01% 143

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's UBSI Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 8 shares — an estimated $286 sold.

TFO Wealth Partners first reported a position in UBSI in Q4 2022 and held it in 6 quarters. The position peaked at $6.79K in Q4 2022. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 United Bankshares shares in Q2 2024, an estimated $286.
  • TFO Wealth Partners first reported a position in United Bankshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's United Bankshares position peaked at $6.79K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.