VisionPoint Advisory Group’s United Bankshares UBSI Stock Holding History

VisionPoint Advisory Group’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
2020 Q2	–	Sell	-20,664	Closed	-$477K	–	136
2020 Q1	$477K	Sell	20,664 -2,306	-10%	-$72.4K	0.22%	61
2019 Q4	$888K	Buy	22,970 +1,649	+8%	+$63.6K	0.37%	50
2019 Q3	$795K	Sell	21,321 -399	-2%	-$14.8K	0.22%	54
2019 Q2	$806K	Sell	21,720 -1,843	-8%	-$69.2K	0.23%	53
2019 Q1	$854K	Sell	23,563 -1,144	-5%	-$41.3K	0.24%	54
2018 Q4	$769K	Buy	+24,707	New	+$834K	0.25%	51

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VisionPoint Advisory Group's UBSI Position: Q2 2020 in Review

VisionPoint Advisory Group sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 20,664 shares — an estimated $477K sold.

VisionPoint Advisory Group first reported a position in UBSI in Q4 2018 and held it in 6 quarters. The position peaked at $888K in Q4 2019. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

VisionPoint Advisory Group reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 20,664 United Bankshares shares in Q2 2020, an estimated $477K.
VisionPoint Advisory Group first reported a position in United Bankshares in Q4 2018 and held it in 6 quarters.
VisionPoint Advisory Group's United Bankshares position peaked at $888K in Q4 2019.
270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on VisionPoint Advisory Group's 13F filing for Q2 2020, filed 14 Aug 2020.