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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return