Financial Gravity Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Financial Gravity Asset 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
2019 Q2	–	Sell	-24	Closed	-$1K	–	1235
2019 Q1	$1K	Buy	+24	New	+$800	﹤0.01%	1034
2018 Q3	$1K	Buy	36 +22	+157%	+$897	﹤0.01%	1073
2018 Q2	$1K	Sell	14 -5	-26%	-$197	﹤0.01%	1094
2018 Q1	$1K	Buy	+19	New	+$718	﹤0.01%	1064

Other funds holding AUB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's AUB Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Atlantic Union Bankshares (AUB) in Q2 2019, closing a stake of 24 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in AUB in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 210 funds tracked by Wall St. Rank hold AUB as of Q2 2019.

Financial Gravity Asset Management reported no remaining Atlantic Union Bankshares position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 24 Atlantic Union Bankshares shares in Q2 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in Atlantic Union Bankshares in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Atlantic Union Bankshares position peaked at $1K in Q1 2019.
210 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.