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Advantage Alpha Capital Partners’s Atlantic Union Bankshares AUB Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q1 		– Sell
-14,649
Closed -$555K – 148
2024
Q4 		$555K Buy
14,649
+1,617
+12% +$64.1K 0.13% 127
2024
Q3 		$491K Buy
13,032
+2,938
+29% +$111K 0.11% 130
2024
Q2 		$332K Sell
10,094
-1,060
-10% -$34.5K 0.07% 140
2024
Q1 		$394K Sell
11,154
-3,799
-25% -$131K 0.07% 136
2023
Q4 		$547K Buy
+14,953
New +$471K 0.1% 113

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Advantage Alpha Capital Partners's AUB Position: Q1 2025 in Review

Advantage Alpha Capital Partners sold out of Atlantic Union Bankshares (AUB) in Q1 2025, closing a stake of 14,649 shares — an estimated $555K sold.

Advantage Alpha Capital Partners first reported a position in AUB in Q4 2023 and held it in 5 quarters. The position peaked at $555K in Q4 2024. 357 funds tracked by Wall St. Rank hold AUB as of Q1 2025.

  • Advantage Alpha Capital Partners reported no remaining Atlantic Union Bankshares position as of Q1 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 14,649 Atlantic Union Bankshares shares in Q1 2025, an estimated $555K.
  • Advantage Alpha Capital Partners first reported a position in Atlantic Union Bankshares in Q4 2023 and held it in 5 quarters.
  • Advantage Alpha Capital Partners's Atlantic Union Bankshares position peaked at $555K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.