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Liberty Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-759
Closed -$28K – 233
2021
Q3 		$28K Buy
759
+380
+100% +$13.7K 0.01% 559
2021
Q2 		$14K Buy
379
+10
+3% +$392 0.01% 576
2021
Q1 		$12K Hold
369
– – 0.01% 550
2020
Q4 		$12K Buy
369
+2
+0.5% +$57 0.01% 545
2020
Q3 		$8K Buy
367
+3
+0.8% +$68 ﹤0.01% 547
2020
Q2 		$8K Buy
364
+4
+1% +$90 0.01% 525
2020
Q1 		$8K Sell
360
-8
-2% -$248 0.01% 492
2019
Q4 		$14K Buy
368
+3
+0.8% +$113 0.01% 472
2019
Q3 		$14K Buy
365
+100
+38% +$3.65K 0.01% 450
2019
Q2 		$9K Hold
265
– – 0.01% 540
2019
Q1 		$8K Buy
265
+2
+0.8% +$67 0.01% 466
2018
Q4 		$7K Buy
+263
New +$8.86K 0.01% 477

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return