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TS Financial Group (TSFG)’s United Bankshares UBSI Stock Holding History

TS Financial Group (TSFG)’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
Q2 		– Sell
-122
Closed -$4K – 1061
2023
Q1 		$4K Hold
122
– – ﹤0.01% 712
2022
Q4 		$5K Buy
+122
New +$4.95K ﹤0.01% 671

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TS Financial Group (TSFG)'s UBSI Position: Q2 2023 in Review

TS Financial Group (TSFG) sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 122 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in UBSI in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q4 2022. 297 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • TS Financial Group (TSFG) reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 122 United Bankshares shares in Q2 2023, an estimated $4K.
  • TS Financial Group (TSFG) first reported a position in United Bankshares in Q4 2022 and held it in 2 quarters.
  • TS Financial Group (TSFG)'s United Bankshares position peaked at $5K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2023, filed 10 Jul 2023.