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Financial Advocates Investment Management’s Atlantic Union Bankshares AUB Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-3,360
Closed -$279K – 764
2022
Q3 		$279K Buy
+3,360
New +$113K 0.02% 570

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WHG
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State Street
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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 $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's AUB Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Atlantic Union Bankshares (AUB) in Q4 2022, closing a stake of 3,360 shares — an estimated $279K sold.

Financial Advocates Investment Management first reported a position in AUB in Q3 2022 and held it in 1 quarter. The position peaked at $279K in Q3 2022. 256 funds tracked by Wall St. Rank hold AUB as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Atlantic Union Bankshares position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,360 Atlantic Union Bankshares shares in Q4 2022, an estimated $279K.
  • Financial Advocates Investment Management first reported a position in Atlantic Union Bankshares in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Atlantic Union Bankshares position peaked at $279K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.