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Legacy Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-283
Closed -$9K – 180
2019
Q1 		$9K Buy
+283
New +$9.44K ﹤0.01% 626

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's AUB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2019, closing a stake of 283 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in AUB in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 210 funds tracked by Wall St. Rank hold AUB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 283 Atlantic Union Bankshares shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Atlantic Union Bankshares in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Atlantic Union Bankshares position peaked at $9K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.