Tiedemann Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Tiedemann 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	-8,951	Closed	-$314K	–	257
2023 Q1	$314K	Hold	8,951	–	–	0.01%	200
2022 Q4	$315K	Hold	8,951	–	–	0.02%	193
2022 Q3	$272K	Hold	8,951	–	–	0.02%	191
2022 Q2	$304K	Hold	8,951	–	–	0.02%	185
2022 Q1	$328K	Hold	8,951	–	–	0.02%	221
2021 Q4	$334K	Hold	8,951	–	–	0.02%	228
2021 Q3	$330K	Hold	8,951	–	–	0.02%	234
2021 Q2	$324K	Hold	8,951	–	–	0.01%	281
2021 Q1	$343K	Hold	8,951	–	–	0.02%	252
2020 Q4	$295K	Buy	+8,951	New	+$257K	0.01%	257
2020 Q3	–	Sell	-8,951	Closed	-$207K	–	317
2020 Q2	$207K	Buy	+8,951	New	+$201K	0.01%	279
2020 Q1	–	Sell	-12,385	Closed	-$465K	–	293
2019 Q4	$465K	Hold	12,385	–	–	0.02%	216
2019 Q3	$461K	Hold	12,385	–	–	0.02%	223
2019 Q2	$438K	Hold	12,385	–	–	0.02%	210
2019 Q1	$400K	Hold	12,385	–	–	0.02%	326
2018 Q4	$350K	Hold	12,385	–	–	0.02%	335
2018 Q3	$477K	Hold	12,385	–	–	0.03%	232
2018 Q2	$482K	Hold	12,385	–	–	0.03%	225
2018 Q1	$455K	Buy	+12,385	New	+$468K	0.03%	204

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

Tiedemann Advisors's AUB Position: Q2 2023 in Review

Tiedemann Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2023, closing a stake of 8,951 shares — an estimated $314K sold.

Tiedemann Advisors first reported a position in AUB in Q1 2018 and held it in 19 quarters. The position peaked at $482K in Q2 2018. 227 funds tracked by Wall St. Rank hold AUB as of Q2 2023.

Tiedemann Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2023 after selling out during the quarter.
Tiedemann Advisors sold 8,951 Atlantic Union Bankshares shares in Q2 2023, an estimated $314K.
Tiedemann Advisors first reported a position in Atlantic Union Bankshares in Q1 2018 and held it in 19 quarters.
Tiedemann Advisors's Atlantic Union Bankshares position peaked at $482K in Q2 2018.
227 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.