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WealthShield Partners’s United Bankshares UBSI Stock Holding History

WealthShield Partners’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
2022
Q4 		– Sell
-11,859
Closed -$428K – 311
2022
Q3 		$428K Hold
11,859
– – 0.08% 213
2022
Q2 		$420K Sell
11,859
-1,875
-14% -$65.8K 0.08% 217
2022
Q1 		$484K Sell
13,734
-686
-5% -$24.9K 0.08% 236
2021
Q4 		$523K Sell
14,420
-175
-1% -$6.44K 0.09% 186
2021
Q3 		$531K Sell
14,595
-1,600
-10% -$55.9K 0.14% 133
2021
Q2 		$591K Sell
16,195
-285
-2% -$11.2K 0.09% 150
2021
Q1 		$636K Sell
16,480
-1,325
-7% -$48.6K 0.11% 130
2020
Q4 		$577K Buy
+17,805
New +$503K 0.11% 152

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthShield Partners's UBSI Position: Q4 2022 in Review

WealthShield Partners sold out of United Bankshares (UBSI) in Q4 2022, closing a stake of 11,859 shares — an estimated $428K sold.

WealthShield Partners first reported a position in UBSI in Q4 2020 and held it in 8 quarters. The position peaked at $636K in Q1 2021. 323 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

  • WealthShield Partners reported no remaining United Bankshares position as of Q4 2022 after selling out during the quarter.
  • WealthShield Partners sold 11,859 United Bankshares shares in Q4 2022, an estimated $428K.
  • WealthShield Partners first reported a position in United Bankshares in Q4 2020 and held it in 8 quarters.
  • WealthShield Partners's United Bankshares position peaked at $636K in Q1 2021.
  • 323 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on WealthShield Partners's 13F filing for Q4 2022, filed 13 Feb 2023.