Belpointe Asset Management
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Belpointe Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,740
Closed -$61K – 786
2023
Q1 		$61K Buy
1,740
+70
+4% +$2.59K ﹤0.01% 1596
2022
Q4 		$58.6K Buy
+1,670
New +$57.1K ﹤0.01% 1509

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Belpointe Asset Management's AUB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Atlantic Union Bankshares (AUB) in Q2 2023, closing a stake of 1,740 shares — an estimated $61K sold.

Belpointe Asset Management first reported a position in AUB in Q4 2022 and held it in 2 quarters. The position peaked at $61K in Q1 2023. 227 funds tracked by Wall St. Rank hold AUB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Atlantic Union Bankshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,740 Atlantic Union Bankshares shares in Q2 2023, an estimated $61K.
  • Belpointe Asset Management first reported a position in Atlantic Union Bankshares in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Atlantic Union Bankshares position peaked at $61K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.