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JP Morgan Private Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$367K Sell
12,737
-7,034
-36% -$209K ﹤0.01% 1374
2023
Q2 		$513K Buy
19,771
+1,211
+7% +$34.1K ﹤0.01% 1016
2023
Q1 		$651K Buy
18,560
+576
+3% +$21.3K ﹤0.01% 1358
2022
Q4 		$632K Sell
17,984
-97
-0.5% -$3.31K ﹤0.01% 1366
2022
Q3 		$549K Buy
18,081
+1,350
+8% +$45.5K ﹤0.01% 1419
2022
Q2 		$568K Buy
16,731
+2,335
+16% +$80.8K ﹤0.01% 1405
2022
Q1 		$528K Buy
14,396
+2,740
+24% +$109K ﹤0.01% 1513
2021
Q4 		$435K Sell
11,656
-3,327
-22% -$121K ﹤0.01% 1607
2021
Q3 		$552K Buy
14,983
+489
+3% +$17.6K ﹤0.01% 1463
2021
Q2 		$525K Buy
14,494
+8,107
+127% +$318K ﹤0.01% 1463
2021
Q1 		$245K Sell
6,387
-2,931
-31% -$108K ﹤0.01% 1604
2020
Q4 		$307K Sell
9,318
-360
-4% -$10.3K ﹤0.01% 1486
2020
Q3 		$207K Sell
9,678
-1,137
-11% -$25.9K ﹤0.01% 1512
2020
Q2 		$250K Buy
10,815
+733
+7% +$16.5K ﹤0.01% 1383
2020
Q1 		$221K Buy
+10,082
New +$312K ﹤0.01% 1258
2019
Q4 		– Sell
-9,781
Closed -$364K – 1471
2019
Q3 		$364K Sell
9,781
-159,066
-94% -$5.81M ﹤0.01% 1113
2019
Q2 		$5.96M Sell
168,847
-1,080
-0.6% -$37.6K 0.03% 351
2019
Q1 		$5.49M Buy
+169,927
New +$5.67M 0.03% 386

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AUB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Atlantic Union Bankshares (AUB) stake by 36% in Q3 2023, selling an estimated $209K and leaving 12,737 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

JP Morgan Private Wealth Advisors first reported a position in AUB in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.96M in Q2 2019. 244 funds tracked by Wall St. Rank hold AUB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,737 shares of Atlantic Union Bankshares worth $367K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,034 Atlantic Union Bankshares shares in Q3 2023, an estimated $209K.
  • Atlantic Union Bankshares made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1374 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Atlantic Union Bankshares position peaked at $5.96M in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.