PWM
AUB icon

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

PBMares 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
2020
Q1 		– Sell
-5,821
Closed -$219K – 111
2019
Q4 		$219K Buy
+5,821
New +$219K 0.26% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PBMares Wealth Management's AUB Position: Q1 2020 in Review

PBMares Wealth Management sold out of Atlantic Union Bankshares (AUB) in Q1 2020, closing a stake of 5,821 shares — an estimated $219K sold.

PBMares Wealth Management first reported a position in AUB in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 201 funds tracked by Wall St. Rank hold AUB as of Q1 2020.

  • PBMares Wealth Management reported no remaining Atlantic Union Bankshares position as of Q1 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 5,821 Atlantic Union Bankshares shares in Q1 2020, an estimated $219K.
  • PBMares Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2019 and held it in 1 quarter.
  • PBMares Wealth Management's Atlantic Union Bankshares position peaked at $219K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2020.

Based on PBMares Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.