FourThought Financial’s Atlantic Union Bankshares AUB Stock Holding History

FourThought Financial’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 Q3	$112K	Buy	3,679 +840	+30%	+$28.3K	0.02%	413
2022 Q2	$96K	Buy	2,839 +1,051	+59%	+$36.4K	0.01%	444
2022 Q1	$66K	Sell	1,788 -227	-11%	-$9.07K	0.01%	583
2021 Q4	$75K	Hold	2,015	–	–	0.01%	543
2021 Q3	$74K	Buy	2,015 +48	+2%	+$1.73K	0.01%	572
2021 Q2	$71K	Buy	+1,967	New	+$77.2K	0.01%	597

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

FourThought Financial's AUB Position: Q3 2022 in Review

FourThought Financial increased its Atlantic Union Bankshares (AUB) stake by 30% in Q3 2022, buying an estimated $28.3K and bringing the position to 3,679 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #413.

FourThought Financial first reported a position in AUB in Q2 2021 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold AUB as of Q3 2022.

FourThought Financial held 3,679 shares of Atlantic Union Bankshares worth $112K as of Q3 2022.
FourThought Financial bought 840 Atlantic Union Bankshares shares in Q3 2022, an estimated $28.3K.
Atlantic Union Bankshares made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #413 holding.
FourThought Financial first reported a position in Atlantic Union Bankshares in Q2 2021 and has held it in 6 quarters since.
241 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.