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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Liberty Wealth Management's AUB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Atlantic Union Bankshares (AUB) in Q4 2021, closing a stake of 759 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in AUB in Q4 2018 and held it in 12 quarters. The position peaked at $28K in Q3 2021. 244 funds tracked by Wall St. Rank hold AUB as of Q4 2021.

Liberty Wealth Management reported no remaining Atlantic Union Bankshares position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 759 Atlantic Union Bankshares shares in Q4 2021, an estimated $28K.
Liberty Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Atlantic Union Bankshares position peaked at $28K in Q3 2021.
244 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.