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Acima Private Wealth’s Atlantic Union Bankshares AUB Stock Holding History

Acima Private Wealth’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-205
Closed -$7K – 233
2021
Q2 		$7K Hold
205
– – ﹤0.01% 209
2021
Q1 		$8K Hold
205
– – ﹤0.01% 207
2020
Q4 		$7K Hold
205
– – ﹤0.01% 208
2020
Q3 		$4K Hold
205
– – ﹤0.01% 207
2020
Q2 		$5K Hold
205
– – ﹤0.01% 223
2020
Q1 		$4K Hold
205
– – ﹤0.01% 240
2019
Q4 		$8K Buy
+205
New +$7.72K 0.01% 245

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Acima Private Wealth's AUB Position: Q3 2021 in Review

Acima Private Wealth sold out of Atlantic Union Bankshares (AUB) in Q3 2021, closing a stake of 205 shares — an estimated $7K sold.

Acima Private Wealth first reported a position in AUB in Q4 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 237 funds tracked by Wall St. Rank hold AUB as of Q3 2021.

  • Acima Private Wealth reported no remaining Atlantic Union Bankshares position as of Q3 2021 after selling out during the quarter.
  • Acima Private Wealth sold 205 Atlantic Union Bankshares shares in Q3 2021, an estimated $7K.
  • Acima Private Wealth first reported a position in Atlantic Union Bankshares in Q4 2019 and held it in 7 quarters.
  • Acima Private Wealth's Atlantic Union Bankshares position peaked at $8K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2021.

Based on Acima Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.