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Financial Gravity Companies’s Atlantic Union Bankshares AUB Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+37
New +$1.25K ﹤0.01% 1018
2018
Q1 		$1K Buy
+19
New +$718 ﹤0.01% 1064

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
Bank of New York Mellon
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's AUB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Atlantic Union Bankshares (AUB) in Q4 2018: 37 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AUB as recently as Q1 2018.

Financial Gravity Companies first reported a position in AUB in Q1 2018 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AUB as of Q4 2018.

  • Financial Gravity Companies held 37 shares of Atlantic Union Bankshares worth $1K as of Q4 2018.
  • Atlantic Union Bankshares was a new Financial Gravity Companies position in Q4 2018.
  • Atlantic Union Bankshares made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1018 holding.
  • Financial Gravity Companies first reported a position in Atlantic Union Bankshares in Q1 2018 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.