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Berman Capital Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Berman Capital Advisors’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 		$5K Buy
141
+78
+124% +$2.81K ﹤0.01% 1410
2021
Q2 		$2K Buy
+63
New +$2.47K ﹤0.01% 1556

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Berman Capital Advisors's AUB Position: Q3 2021 in Review

Berman Capital Advisors increased its Atlantic Union Bankshares (AUB) stake by 124% in Q3 2021, buying an estimated $2.81K and bringing the position to 141 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Berman Capital Advisors first reported a position in AUB in Q2 2021 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold AUB as of Q3 2021.

  • Berman Capital Advisors held 141 shares of Atlantic Union Bankshares worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 78 Atlantic Union Bankshares shares in Q3 2021, an estimated $2.81K.
  • Atlantic Union Bankshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1410 holding.
  • Berman Capital Advisors first reported a position in Atlantic Union Bankshares in Q2 2021 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.