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GeoWealth Management’s Atlantic Union Bankshares AUB Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-62
Closed -$2.35K – 1109
2024
Q4 		$2.35K Buy
+62
New +$2.46K ﹤0.01% 1638

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

GeoWealth Management's AUB Position: Q1 2025 in Review

GeoWealth Management sold out of Atlantic Union Bankshares (AUB) in Q1 2025, closing a stake of 62 shares — an estimated $2.35K sold.

GeoWealth Management first reported a position in AUB in Q4 2024 and held it in 1 quarter. The position peaked at $2.35K in Q4 2024. 357 funds tracked by Wall St. Rank hold AUB as of Q1 2025.

  • GeoWealth Management reported no remaining Atlantic Union Bankshares position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 62 Atlantic Union Bankshares shares in Q1 2025, an estimated $2.35K.
  • GeoWealth Management first reported a position in Atlantic Union Bankshares in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Atlantic Union Bankshares position peaked at $2.35K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.