Atlas Private Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-5,009	Closed	-$192K	–	131
2021 Q1	$192K	Hold	5,009	–	–	0.12%	120
2020 Q4	$165K	Hold	5,009	–	–	0.12%	124
2020 Q3	$107K	Hold	5,009	–	–	0.08%	139
2020 Q2	$116K	Hold	5,009	–	–	0.09%	139
2020 Q1	$110K	Sell	5,009 -1,000	-17%	-$31K	0.1%	140
2019 Q4	$226K	Buy	+6,009	New	+$226K	0.17%	116

Other funds holding AUB

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Atlas Private Wealth Management's AUB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Atlantic Union Bankshares (AUB) in Q2 2021, closing a stake of 5,009 shares — an estimated $192K sold.

Atlas Private Wealth Management first reported a position in AUB in Q4 2019 and held it in 6 quarters. The position peaked at $226K in Q4 2019. 240 funds tracked by Wall St. Rank hold AUB as of Q2 2021.

Atlas Private Wealth Management reported no remaining Atlantic Union Bankshares position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 5,009 Atlantic Union Bankshares shares in Q2 2021, an estimated $192K.
Atlas Private Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Atlantic Union Bankshares position peaked at $226K in Q4 2019.
240 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.