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tru Independence’s Atlantic Union Bankshares AUB Stock Holding History

tru Independence’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 		– Sell
-40
Closed -$1 – 353
2020
Q2 		$1 Hold
40
– – ﹤0.01% 841
2020
Q1 		$1 Hold
40
– – ﹤0.01% 662
2019
Q4 		$1K Buy
+40
New +$1.51K ﹤0.01% 850

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

tru Independence's AUB Position: Q3 2020 in Review

tru Independence sold out of Atlantic Union Bankshares (AUB) in Q3 2020, closing a stake of 40 shares — an estimated $1 sold.

tru Independence first reported a position in AUB in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 194 funds tracked by Wall St. Rank hold AUB as of Q3 2020.

  • tru Independence reported no remaining Atlantic Union Bankshares position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 40 Atlantic Union Bankshares shares in Q3 2020, an estimated $1.
  • tru Independence first reported a position in Atlantic Union Bankshares in Q4 2019 and held it in 3 quarters.
  • tru Independence's Atlantic Union Bankshares position peaked at $1K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.