Investors Research Corp’s Atlantic Union Bankshares AUB Stock Holding History

Investors Research Corp’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
2024 Q4	–	Sell	-1,600	Closed	-$60.3K	–	945
2024 Q3	$60.3K	Hold	1,600	–	–	0.01%	464
2024 Q2	$52.6K	Hold	1,600	–	–	0.01%	495
2024 Q1	$56.5K	Hold	1,600	–	–	0.01%	493
2023 Q4	$58.5K	Hold	1,600	–	–	0.01%	496
2023 Q3	$46K	Hold	1,600	–	–	0.01%	524
2023 Q2	$41.5K	Hold	1,600	–	–	0.01%	537
2023 Q1	$56.1K	Hold	1,600	–	–	0.01%	507
2022 Q4	$56.2K	Hold	1,600	–	–	0.02%	499
2022 Q3	$49K	Hold	1,600	–	–	0.02%	499
2022 Q2	$54K	Hold	1,600	–	–	0.02%	493
2022 Q1	$59K	Hold	1,600	–	–	0.02%	494
2021 Q4	$60K	Hold	1,600	–	–	0.02%	492
2021 Q3	$59K	Hold	1,600	–	–	0.02%	495
2021 Q2	$58K	Hold	1,600	–	–	0.02%	500
2021 Q1	$61K	Hold	1,600	–	–	0.02%	479
2020 Q4	$53K	Hold	1,600	–	–	0.02%	525
2020 Q3	$34K	Hold	1,600	–	–	0.02%	576
2020 Q2	$37K	Hold	1,600	–	–	0.02%	544
2020 Q1	$35K	Hold	1,600	–	–	0.02%	497
2019 Q4	$60K	Hold	1,600	–	–	0.03%	491
2019 Q3	$60K	Hold	1,600	–	–	0.03%	488
2019 Q2	$57K	Hold	1,600	–	–	0.03%	481
2019 Q1	$52K	Buy	+1,600	New	+$53.4K	0.03%	501

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Investors Research Corp's AUB Position: Q4 2024 in Review

Investors Research Corp sold out of Atlantic Union Bankshares (AUB) in Q4 2024, closing a stake of 1,600 shares — an estimated $60.3K sold.

Investors Research Corp first reported a position in AUB in Q1 2019 and held it in 23 quarters. The position peaked at $61K in Q1 2021. 339 funds tracked by Wall St. Rank hold AUB as of Q4 2024.

Investors Research Corp reported no remaining Atlantic Union Bankshares position as of Q4 2024 after selling out during the quarter.
Investors Research Corp sold 1,600 Atlantic Union Bankshares shares in Q4 2024, an estimated $60.3K.
Investors Research Corp first reported a position in Atlantic Union Bankshares in Q1 2019 and held it in 23 quarters.
Investors Research Corp's Atlantic Union Bankshares position peaked at $61K in Q1 2021.
339 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.