Financial Architects (New Jersey)’s Atlantic Union Bankshares AUB Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-41	Closed	-$1K	–	1011
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	1123
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	1352
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	1254
2018 Q3	$2K	Buy	41 +1	+3%	+$41	﹤0.01%	1316
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	1200
2018 Q1	$1K	Buy	+40	New	+$1.51K	﹤0.01%	1346

Other funds holding AUB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Architects (New Jersey)'s AUB Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Atlantic Union Bankshares (AUB) in Q3 2019, closing a stake of 41 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in AUB in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 214 funds tracked by Wall St. Rank hold AUB as of Q3 2019.

Financial Architects (New Jersey) reported no remaining Atlantic Union Bankshares position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 41 Atlantic Union Bankshares shares in Q3 2019, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Atlantic Union Bankshares in Q1 2018 and held it in 6 quarters.
Financial Architects (New Jersey)'s Atlantic Union Bankshares position peaked at $2K in Q3 2018.
214 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.