Wipfli Financial Advisors’s United Bankshares UBSI Stock Holding History

Wipfli Financial Advisors’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 Q3	$42K	Buy	+1,167	New	+$43.5K	﹤0.01%	1187

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wipfli Financial Advisors's UBSI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in United Bankshares (UBSI) in Q3 2022: 1,167 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

Wipfli Financial Advisors held 1,167 shares of United Bankshares worth $42K as of Q3 2022.
United Bankshares was a new Wipfli Financial Advisors position in Q3 2022.
United Bankshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1187 holding.
313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.