Shine Investment Advisory Services’s Atlantic Union Bankshares AUB Stock Holding History

Shine Investment Advisory 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
2020 Q3	$42K	Hold	1,963	–	–	0.01%	322
2020 Q2	$45K	Hold	1,963	–	–	0.02%	311
2020 Q1	$43K	Hold	1,963	–	–	0.02%	286
2019 Q4	$74K	Hold	1,963	–	–	0.03%	251
2019 Q3	$73K	Hold	1,963	–	–	0.03%	232
2019 Q2	$69K	Sell	1,963 -37	-2%	-$1.29K	0.03%	247
2019 Q1	$65K	Hold	2,000	–	–	0.03%	256
2018 Q4	$56K	Buy	2,000 +356	+22%	+$12K	0.03%	261
2018 Q3	$63K	Hold	1,644	–	–	0.03%	263
2018 Q2	$64K	Buy	+1,644	New	+$64.8K	0.03%	258

Other funds holding AUB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shine Investment Advisory Services's AUB Position: Q3 2020 in Review

Shine Investment Advisory Services held its Atlantic Union Bankshares (AUB) position steady in Q3 2020 at 1,963 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #322.

Shine Investment Advisory Services first reported a position in AUB in Q2 2018 and has held it in 10 quarters since. The position peaked at $74K in Q4 2019. 194 funds tracked by Wall St. Rank hold AUB as of Q3 2020.

Shine Investment Advisory Services held 1,963 shares of Atlantic Union Bankshares worth $42K as of Q3 2020.
Shine Investment Advisory Services left its Atlantic Union Bankshares share count unchanged in Q3 2020.
Atlantic Union Bankshares made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #322 holding.
Shine Investment Advisory Services first reported a position in Atlantic Union Bankshares in Q2 2018 and has held it in 10 quarters since.
Shine Investment Advisory Services's Atlantic Union Bankshares position peaked at $74K in Q4 2019.
194 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.