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Safeguard Investment Advisory Group’s Atlantic Union Bankshares AUB Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-98
Closed -$3K – 119
2020
Q4 		$3K Buy
+98
New +$2.81K ﹤0.01% 580

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Janus Henderson Group
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Franklin Resources
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Goldman Sachs
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Manulife (Manufacturers Life Insurance)
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Investment Advisory Group's AUB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Atlantic Union Bankshares (AUB) in Q1 2021, closing a stake of 98 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in AUB in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 233 funds tracked by Wall St. Rank hold AUB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Atlantic Union Bankshares position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 98 Atlantic Union Bankshares shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Atlantic Union Bankshares in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Atlantic Union Bankshares position peaked at $3K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.