Westside Investment Management’s United Bankshares UBSI Stock Holding History

Westside Investment Management’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
2021 Q1	–	Sell	-450	Closed	-$14	–	750
2020 Q4	$14	Hold	450	–	–	﹤0.01%	473
2020 Q3	$9	Hold	450	–	–	﹤0.01%	508
2020 Q2	$12	Hold	450	–	–	﹤0.01%	468
2020 Q1	$10	Buy	+450	New	+$14.1K	﹤0.01%	473
2019 Q2	$16	Buy	+450	New	+$16.9K	﹤0.01%	415
2018 Q4	$14K	Hold	450	–	–	0.01%	414
2018 Q3	$16.1K	Hold	450	–	–	0.01%	398
2018 Q2	$16.4K	Hold	450	–	–	0.01%	446
2018 Q1	$15.5K	Hold	450	–	–	0.01%	442
2017 Q4	$15.8K	Hold	450	–	–	0.01%	465
2017 Q3	$16.7K	Hold	450	–	–	0.01%	428
2017 Q2	$17.1K	Hold	450	–	–	0.01%	411
2017 Q1	$18.3K	Hold	450	–	–	0.01%	368
2016 Q4	$20.4K	Buy	+450	New	+$19.1K	0.01%	281

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Westside Investment Management's UBSI Position: Q1 2021 in Review

Westside Investment Management sold out of United Bankshares (UBSI) in Q1 2021, closing a stake of 450 shares — an estimated $14 sold.

Westside Investment Management first reported a position in UBSI in Q4 2016 and held it in 14 quarters. The position peaked at $20.4K in Q4 2016. 278 funds tracked by Wall St. Rank hold UBSI as of Q1 2021.

Westside Investment Management reported no remaining United Bankshares position as of Q1 2021 after selling out during the quarter.
Westside Investment Management sold 450 United Bankshares shares in Q1 2021, an estimated $14.
Westside Investment Management first reported a position in United Bankshares in Q4 2016 and held it in 14 quarters.
Westside Investment Management's United Bankshares position peaked at $20.4K in Q4 2016.
278 funds tracked by Wall St. Rank held United Bankshares as of Q1 2021.

Based on Westside Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.