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

Northwest 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
2024
Q4 		– Sell
-2
Closed -$75 – 139
2024
Q3 		$75 Buy
+2
New +$75 ﹤0.01% 553
2024
Q1 		– Sell
-2
Closed -$73 – 119
2023
Q4 		$73 Buy
+2
New +$63 ﹤0.01% 556

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwest Financial Advisors's AUB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q4 2024, closing a stake of 2 shares — an estimated $75 sold.

Northwest Financial Advisors first reported a position in AUB in Q4 2023 and held it in 2 quarters. The position peaked at $75 in Q3 2024. 339 funds tracked by Wall St. Rank hold AUB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2 Atlantic Union Bankshares shares in Q4 2024, an estimated $75.
  • Northwest Financial Advisors first reported a position in Atlantic Union Bankshares in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Atlantic Union Bankshares position peaked at $75 in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.