TCI Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-5	Closed	-$176	–	372
2023 Q1	$176	Hold	5	–	–	﹤0.01%	2351
2022 Q4	$176	Hold	5	–	–	﹤0.01%	2347
2022 Q3	$0	Sell	5 -199	-98%	-$6.71K	﹤0.01%	2250
2022 Q2	$7K	Buy	+204	New	+$7.06K	﹤0.01%	1210
2021 Q2	–	Sell	-78	Closed	-$3K	–	2314
2021 Q1	$3K	Buy	+78	New	+$2.88K	﹤0.01%	1487

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCI Wealth Advisors's AUB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2023, closing a stake of 5 shares — an estimated $176 sold.

TCI Wealth Advisors first reported a position in AUB in Q1 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 227 funds tracked by Wall St. Rank hold AUB as of Q2 2023.

TCI Wealth Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 Atlantic Union Bankshares shares in Q2 2023, an estimated $176.
TCI Wealth Advisors first reported a position in Atlantic Union Bankshares in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's Atlantic Union Bankshares position peaked at $7K in Q2 2022.
227 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.