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Virtus Investment Advisers’s United Bankshares UBSI Stock Holding History

Virtus Investment Advisers’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
-6,063
Closed -$213K – 296
2023
Q1 		$213K Sell
6,063
-236
-4% -$9.26K 0.15% 174
2022
Q4 		$255K Hold
6,299
– – 0.17% 166
2022
Q3 		$225K Buy
+6,299
New +$235K 0.1% 183

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Virtus Investment Advisers's UBSI Position: Q2 2023 in Review

Virtus Investment Advisers sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 6,063 shares — an estimated $213K sold.

Virtus Investment Advisers first reported a position in UBSI in Q3 2022 and held it in 3 quarters. The position peaked at $255K in Q4 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Virtus Investment Advisers reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 6,063 United Bankshares shares in Q2 2023, an estimated $213K.
  • Virtus Investment Advisers first reported a position in United Bankshares in Q3 2022 and held it in 3 quarters.
  • Virtus Investment Advisers's United Bankshares position peaked at $255K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Virtus Investment Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.