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Prospera Financial Services’s Atlantic Union Bankshares AUB Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-1,592
Closed -$58K – 1676
2022
Q1 		$58K Buy
+1,592
New +$63.6K ﹤0.01% 1303

Other funds holding AUB

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Prospera Financial Services's AUB Position: Q2 2022 in Review

Prospera Financial Services sold out of Atlantic Union Bankshares (AUB) in Q2 2022, closing a stake of 1,592 shares — an estimated $58K sold.

Prospera Financial Services first reported a position in AUB in Q1 2022 and held it in 1 quarter. The position peaked at $58K in Q1 2022. 234 funds tracked by Wall St. Rank hold AUB as of Q2 2022.

  • Prospera Financial Services reported no remaining Atlantic Union Bankshares position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,592 Atlantic Union Bankshares shares in Q2 2022, an estimated $58K.
  • Prospera Financial Services first reported a position in Atlantic Union Bankshares in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Atlantic Union Bankshares position peaked at $58K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.