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Triad Wealth Partners’s United Bankshares UBSI Stock Holding History

Triad 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
Q3 		– Sell
-71
Closed -$2.3K – 851
2024
Q2 		$2.3K Buy
+71
New +$2.35K ﹤0.01% 736

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Wealth Partners's UBSI Position: Q3 2024 in Review

Triad Wealth Partners sold out of United Bankshares (UBSI) in Q3 2024, closing a stake of 71 shares — an estimated $2.3K sold.

Triad Wealth Partners first reported a position in UBSI in Q2 2024 and held it in 1 quarter. The position peaked at $2.3K in Q2 2024. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

  • Triad Wealth Partners reported no remaining United Bankshares position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 71 United Bankshares shares in Q3 2024, an estimated $2.3K.
  • Triad Wealth Partners first reported a position in United Bankshares in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's United Bankshares position peaked at $2.3K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.