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

McClarren 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
2023
Q2 		– Sell
-5
Closed – – 337
2023
Q1 		$0 Hold
5
– – ﹤0.01% 331
2022
Q4 		$0 Buy
+5
New +$171 ﹤0.01% 336

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McClarren Financial Advisors's AUB Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2023, closing a stake of 5 shares.

McClarren Financial Advisors first reported a position in AUB in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 227 funds tracked by Wall St. Rank hold AUB as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 5 Atlantic Union Bankshares shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Atlantic Union Bankshares in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Atlantic Union Bankshares position peaked at $0 in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.