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Tolleson Wealth Management’s United Bankshares UBSI Stock Holding History

Tolleson Wealth Management’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
2021
Q2 		– Sell
-5,327
Closed -$207K – 74
2021
Q1 		$207K Buy
+5,327
New +$195K 0.06% 73
2020
Q1 		– Sell
-5,327
Closed -$208K – 72
2019
Q4 		$208K Hold
5,327
– – 0.1% 65
2019
Q3 		$204K Buy
+5,327
New +$197K 0.11% 59

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tolleson Wealth Management's UBSI Position: Q2 2021 in Review

Tolleson Wealth Management sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 5,327 shares — an estimated $207K sold.

Tolleson Wealth Management first reported a position in UBSI in Q3 2019 and held it in 3 quarters. The position peaked at $208K in Q4 2019. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • Tolleson Wealth Management reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • Tolleson Wealth Management sold 5,327 United Bankshares shares in Q2 2021, an estimated $207K.
  • Tolleson Wealth Management first reported a position in United Bankshares in Q3 2019 and held it in 3 quarters.
  • Tolleson Wealth Management's United Bankshares position peaked at $208K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Tolleson Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.