SFS
AUB icon

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

Sowell 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
2021
Q2 		– Sell
-192
Closed -$8K – 684
2021
Q1 		$8K Buy
192
+70
+57% +$2.58K ﹤0.01% 2390
2020
Q4 		$4K Buy
122
+88
+259% +$2.53K ﹤0.01% 2313
2020
Q3 		$1K Hold
34
– – ﹤0.01% 2321
2020
Q2 		$1K Hold
34
– – ﹤0.01% 2246
2020
Q1 		$1K Hold
34
– – ﹤0.01% 2182
2019
Q4 		$1K Hold
34
– – ﹤0.01% 2293
2019
Q3 		$1K Buy
+34
New +$1.24K ﹤0.01% 2191

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sowell Financial Services's AUB Position: Q2 2021 in Review

Sowell Financial Services sold out of Atlantic Union Bankshares (AUB) in Q2 2021, closing a stake of 192 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in AUB in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 241 funds tracked by Wall St. Rank hold AUB as of Q2 2021.

  • Sowell Financial Services reported no remaining Atlantic Union Bankshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 192 Atlantic Union Bankshares shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Atlantic Union Bankshares in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Atlantic Union Bankshares position peaked at $8K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.