Freedom Investment Management’s Atlantic Union Bankshares AUB Stock Holding History

Freedom 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 Q1	–	Sell	-5,679	Closed	-$212K	–	787
2021 Q4	$212K	Buy	+5,679	New	+$206K	0.02%	791
2014 Q3	–	Sell	-8,941	Closed	-$229K	–	496
2014 Q2	$229K	Buy	8,941 +506	+6%	+$12.8K	0.04%	421
2014 Q1	$214K	Sell	8,435 -4,662	-36%	-$116K	0.05%	388
2013 Q4	$325K	Buy	13,097 +1,988	+18%	+$49.1K	0.08%	270
2013 Q3	$260K	Buy	+11,109	New	+$247K	0.07%	259

Other funds holding AUB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Freedom Investment Management's AUB Position: Q1 2022 in Review

Freedom Investment Management sold out of Atlantic Union Bankshares (AUB) in Q1 2022, closing a stake of 5,679 shares — an estimated $212K sold.

Freedom Investment Management first reported a position in AUB in Q3 2013 and held it in 5 quarters. The position peaked at $325K in Q4 2013. 252 funds tracked by Wall St. Rank hold AUB as of Q1 2022.

Freedom Investment Management reported no remaining Atlantic Union Bankshares position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 5,679 Atlantic Union Bankshares shares in Q1 2022, an estimated $212K.
Freedom Investment Management first reported a position in Atlantic Union Bankshares in Q3 2013 and held it in 5 quarters.
Freedom Investment Management's Atlantic Union Bankshares position peaked at $325K in Q4 2013.
252 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.