MIA
AUB icon

Milestone Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Milestone Investment 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
Q4 		– Sell
-55
Closed -$1.58K – 149
2023
Q3 		$1.58K Buy
+55
New +$1.64K ﹤0.01% 403
2023
Q2 		– Sell
-55
Closed -$1.93K – 145
2023
Q1 		$1.93K Buy
+55
New +$2.03K ﹤0.01% 392

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Investment Advisors's AUB Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Atlantic Union Bankshares (AUB) in Q4 2023, closing a stake of 55 shares — an estimated $1.58K sold.

Milestone Investment Advisors first reported a position in AUB in Q1 2023 and held it in 2 quarters. The position peaked at $1.93K in Q1 2023. 254 funds tracked by Wall St. Rank hold AUB as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Atlantic Union Bankshares position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 55 Atlantic Union Bankshares shares in Q4 2023, an estimated $1.58K.
  • Milestone Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Atlantic Union Bankshares position peaked at $1.93K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.