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CM Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-29,883
Closed -$818K – 179
2023
Q1 		$818K Buy
+29,883
New +$1.1M 0.16% 192

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CM Wealth Advisors's AUB Position: Q2 2023 in Review

CM Wealth Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2023, closing a stake of 29,883 shares — an estimated $818K sold.

CM Wealth Advisors first reported a position in AUB in Q1 2023 and held it in 1 quarter. The position peaked at $818K in Q1 2023. 227 funds tracked by Wall St. Rank hold AUB as of Q2 2023.

  • CM Wealth Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 29,883 Atlantic Union Bankshares shares in Q2 2023, an estimated $818K.
  • CM Wealth Advisors first reported a position in Atlantic Union Bankshares in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Atlantic Union Bankshares position peaked at $818K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.