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Wealthspire Advisors (Maryland)’s United Bankshares UBSI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.73M Buy
80,769
+1,340
+2% +$34.9K 0.06% 142
2020
Q2 		$2.2M Sell
79,429
-4
-0% -$107 0.16% 90
2020
Q1 		$1.83M Buy
79,433
+904
+1% +$28.4K 0.16% 90
2019
Q4 		$3.04M Buy
78,529
+702
+0.9% +$27.1K 0.2% 74
2019
Q3 		$2.95M Sell
77,827
-195
-0.2% -$7.22K 0.22% 74
2019
Q2 		$2.89M Sell
78,022
-9,214
-11% -$346K 0.22% 74
2019
Q1 		$3.16M Sell
87,236
-52,945
-38% -$1.91M 0.24% 66
2018
Q4 		$4.36M Buy
140,181
+44,872
+47% +$1.51M 0.39% 46
2018
Q3 		$3.46M Sell
95,309
-44,247
-32% -$1.68M 0.29% 53
2018
Q2 		$5.08M Sell
139,556
-4,202
-3% -$150K 0.46% 38
2018
Q1 		$5.07M Buy
143,758
+29,612
+26% +$1.07M 0.48% 40
2017
Q4 		$3.97M Sell
114,146
-701
-0.6% -$25.3K 0.39% 45
2017
Q3 		$4.27M Sell
114,847
-3,959
-3% -$139K 0.47% 36
2017
Q2 		$4.66M Sell
118,806
-1,385
-1% -$55K 0.55% 31
2017
Q1 		$5.08M Sell
120,191
-4,822
-4% -$212K 0.72% 23
2016
Q4 		$5.78M Sell
125,013
-13,041
-9% -$554K 0.86% 21
2016
Q3 		$5.2M Buy
+138,054
New +$5.28M 0.81% 21

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wealthspire Advisors (Maryland)'s UBSI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its United Bankshares (UBSI) stake by 1.7% in Q3 2020, buying an estimated $34.9K and bringing the position to 80,769 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #142.

Wealthspire Advisors (Maryland) first reported a position in UBSI in Q3 2016 and has held it in 17 quarters since. The position peaked at $5.78M in Q4 2016. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 80,769 shares of United Bankshares worth $1.73M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,340 United Bankshares shares in Q3 2020, an estimated $34.9K.
  • United Bankshares made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #142 holding.
  • Wealthspire Advisors (Maryland) first reported a position in United Bankshares in Q3 2016 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s United Bankshares position peaked at $5.78M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.