Valeo Financial Advisors’s United Bankshares UBSI Stock Holding History

Valeo Financial 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 Q3	–	Sell	-9,027	Closed	-$268K	–	678
2023 Q2	$268K	Hold	9,027	–	–	0.01%	459
2023 Q1	$318K	Hold	9,027	–	–	0.02%	427
2022 Q4	$366K	Hold	9,027	–	–	0.02%	337
2022 Q3	$323K	Hold	9,027	–	–	0.02%	325
2022 Q2	$317K	Hold	9,027	–	–	0.02%	327
2022 Q1	$315K	Hold	9,027	–	–	0.02%	432
2021 Q4	$327K	Hold	9,027	–	–	0.02%	392
2021 Q3	$328K	Sell	9,027 -423	-4%	-$14.8K	0.02%	383
2021 Q2	$345K	Hold	9,450	–	–	0.02%	336
2021 Q1	$365K	Hold	9,450	–	–	0.02%	324
2020 Q4	$306K	Hold	9,450	–	–	0.02%	330
2020 Q3	$203K	Sell	9,450 -368	-4%	-$9.58K	0.02%	323
2020 Q2	$272K	Buy	9,818 +818	+9%	+$22K	0.02%	271
2020 Q1	$241K	Hold	9,000	–	–	0.03%	264
2019 Q4	$348K	Sell	9,000 -17,303	-66%	-$667K	0.03%	237
2019 Q3	$996K	Buy	+26,303	New	+$974K	0.11%	125

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Valeo Financial Advisors's UBSI Position: Q3 2023 in Review

Valeo Financial Advisors sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 9,027 shares — an estimated $268K sold.

Valeo Financial Advisors first reported a position in UBSI in Q3 2019 and held it in 16 quarters. The position peaked at $996K in Q3 2019. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

Valeo Financial Advisors reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
Valeo Financial Advisors sold 9,027 United Bankshares shares in Q3 2023, an estimated $268K.
Valeo Financial Advisors first reported a position in United Bankshares in Q3 2019 and held it in 16 quarters.
Valeo Financial Advisors's United Bankshares position peaked at $996K in Q3 2019.
308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Valeo Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.