VPWA
UBSI icon

Vestia Personal Wealth Advisors’s United Bankshares UBSI Stock Holding History

Vestia Personal 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
2024
Q4 		– Sell
-5,899
Closed -$219K – 97
2024
Q3 		$219K Buy
+5,899
New +$215K 0.21% 74

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vestia Personal Wealth Advisors's UBSI Position: Q4 2024 in Review

Vestia Personal Wealth Advisors sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 5,899 shares — an estimated $219K sold.

Vestia Personal Wealth Advisors first reported a position in UBSI in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Vestia Personal Wealth Advisors reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 5,899 United Bankshares shares in Q4 2024, an estimated $219K.
  • Vestia Personal Wealth Advisors first reported a position in United Bankshares in Q3 2024 and held it in 1 quarter.
  • Vestia Personal Wealth Advisors's United Bankshares position peaked at $219K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Vestia Personal Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.