IndexIQ Advisors’s Atlantic Union Bankshares AUB Stock Holding History

IndexIQ Advisors’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	$390K	Sell	10,619 -390	-4%	-$15.6K	0.01%	836
2021 Q4	$411K	Sell	11,009 -712	-6%	-$25.9K	0.01%	754
2021 Q3	$432K	Buy	11,721 +1,174	+11%	+$42.3K	0.01%	723
2021 Q2	$382K	Buy	10,547 +144	+1%	+$5.65K	0.01%	791
2021 Q1	$399K	Buy	+10,403	New	+$384K	0.01%	725

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

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

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

GKIM

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

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

IndexIQ Advisors's AUB Position: Q1 2022 in Review

IndexIQ Advisors reduced its Atlantic Union Bankshares (AUB) stake by 3.5% in Q1 2022, selling an estimated $15.6K and leaving 10,619 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #836.

IndexIQ Advisors first reported a position in AUB in Q1 2021 and has held it in 5 quarters since. The position peaked at $432K in Q3 2021. 252 funds tracked by Wall St. Rank hold AUB as of Q1 2022.

IndexIQ Advisors held 10,619 shares of Atlantic Union Bankshares worth $390K as of Q1 2022.
IndexIQ Advisors sold 390 Atlantic Union Bankshares shares in Q1 2022, an estimated $15.6K.
Atlantic Union Bankshares made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #836 holding.
IndexIQ Advisors first reported a position in Atlantic Union Bankshares in Q1 2021 and has held it in 5 quarters since.
IndexIQ Advisors's Atlantic Union Bankshares position peaked at $432K in Q3 2021.
252 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.