LWA
AUB icon

Lenox Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Lenox 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
2020
Q2 		– Sell
-170
Closed -$4K – 597
2020
Q1 		$4K Buy
170
+122
+254% +$3.78K ﹤0.01% 442
2019
Q4 		$2K Hold
48
– – ﹤0.01% 582
2019
Q3 		$2K Buy
+48
New +$1.75K ﹤0.01% 486

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Lenox Wealth Advisors's AUB Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2020, closing a stake of 170 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in AUB in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 201 funds tracked by Wall St. Rank hold AUB as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 170 Atlantic Union Bankshares shares in Q2 2020, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Atlantic Union Bankshares in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Atlantic Union Bankshares position peaked at $4K in Q1 2020.
  • 201 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.