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Benjamin F. Edwards & Company’s Union Bankshares UNB Stock Holding History

Benjamin F. Edwards & Company’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-821
Closed -$20K – 1908
2022
Q4 		$20K Buy
+821
New +$19.7K ﹤0.01% 1292

Other funds holding UNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's UNB Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Union Bankshares (UNB) in Q1 2023, closing a stake of 821 shares — an estimated $20K sold.

Benjamin F. Edwards & Company first reported a position in UNB in Q4 2022 and held it in 1 quarter. The position peaked at $20K in Q4 2022. 26 funds tracked by Wall St. Rank hold UNB as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining Union Bankshares position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 821 Union Bankshares shares in Q1 2023, an estimated $20K.
  • Benjamin F. Edwards & Company first reported a position in Union Bankshares in Q4 2022 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Union Bankshares position peaked at $20K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.