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TFO Wealth Partners’s Atlantic Union Bankshares AUB Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$35 – 117
2024
Q1 		$35 Hold
1
– – ﹤0.01% 742
2023
Q4 		$37 Hold
1
– – ﹤0.01% 885
2023
Q3 		$26 Hold
1
– – ﹤0.01% 1078
2023
Q2 		$26 Hold
1
– – ﹤0.01% 801
2023
Q1 		$35 Sell
1
-15
-94% -$555 ﹤0.01% 766
2022
Q4 		$1.81K Buy
+16
New +$547 ﹤0.01% 270

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

TFO Wealth Partners's AUB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Atlantic Union Bankshares (AUB) in Q2 2024, closing a stake of 1 share — an estimated $35 sold.

TFO Wealth Partners first reported a position in AUB in Q4 2022 and held it in 6 quarters. The position peaked at $1.81K in Q4 2022. 275 funds tracked by Wall St. Rank hold AUB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Atlantic Union Bankshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Atlantic Union Bankshares share in Q2 2024, an estimated $35.
  • TFO Wealth Partners first reported a position in Atlantic Union Bankshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Atlantic Union Bankshares position peaked at $1.81K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.