TRUE Private Wealth Advisors’s United Bankshares UBSI Stock Holding History

TRUE Private Wealth 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
2023 Q1	–	Sell	-5,029	Closed	-$204K	–	253
2022 Q4	$204K	Buy	+5,029	New	+$204K	0.03%	208
2021 Q1	–	Sell	-5,029	Closed	-$164K	–	669
2020 Q4	$164K	Hold	5,029	–	–	0.03%	214
2020 Q3	$109K	Hold	5,029	–	–	0.02%	236
2020 Q2	$140K	Hold	5,029	–	–	0.03%	207
2020 Q1	$117K	Hold	5,029	–	–	0.02%	190
2019 Q4	$196K	Buy	+5,029	New	+$194K	0.03%	219

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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 Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRUE Private Wealth Advisors's UBSI Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 5,029 shares — an estimated $204K sold.

TRUE Private Wealth Advisors first reported a position in UBSI in Q4 2019 and held it in 6 quarters. The position peaked at $204K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

TRUE Private Wealth Advisors reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,029 United Bankshares shares in Q1 2023, an estimated $204K.
TRUE Private Wealth Advisors first reported a position in United Bankshares in Q4 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's United Bankshares position peaked at $204K in Q4 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.