United Capital Financial Advisors
AUB icon

United Capital Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

United Capital Financial 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
2022
Q2 		– Sell
-7,841
Closed -$288K – 1127
2022
Q1 		$288K Sell
7,841
-1,883
-19% -$75.2K ﹤0.01% 996
2021
Q4 		$363K Buy
9,724
+960
+11% +$34.9K ﹤0.01% 963
2021
Q3 		$323K Sell
8,764
-5
-0.1% -$180 ﹤0.01% 983
2021
Q2 		$318K Buy
8,769
+1,949
+29% +$76.5K ﹤0.01% 1005
2021
Q1 		$262K Sell
6,820
-3,080
-31% -$114K ﹤0.01% 1025
2020
Q4 		$326K Sell
9,900
-4,100
-29% -$118K ﹤0.01% 967
2020
Q3 		$299K Sell
14,000
-1,000
-7% -$22.7K ﹤0.01% 952
2020
Q2 		$347K Hold
15,000
– – ﹤0.01% 970
2020
Q1 		$329K Hold
15,000
– – ﹤0.01% 953
2019
Q4 		$563K Sell
15,000
-4,311
-22% -$162K ﹤0.01% 952
2019
Q3 		$719K Sell
19,311
-1,820
-9% -$66.5K 0.01% 842
2019
Q2 		$747K Sell
21,131
-1,103
-5% -$38.4K ﹤0.01% 903
2019
Q1 		$719K Buy
+22,234
New +$741K 0.01% 871
2017
Q1 		– Sell
-11,930
Closed -$426K – 1241
2016
Q4 		$426K Hold
11,930
– – ﹤0.01% 967
2016
Q3 		$319K Hold
11,930
– – ﹤0.01% 1057
2016
Q2 		$298K Buy
+11,930
New +$309K ﹤0.01% 1039

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

United Capital Financial Advisors's AUB Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2022, closing a stake of 7,841 shares — an estimated $288K sold.

United Capital Financial Advisors first reported a position in AUB in Q2 2016 and held it in 16 quarters. The position peaked at $747K in Q2 2019. 234 funds tracked by Wall St. Rank hold AUB as of Q2 2022.

  • United Capital Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,841 Atlantic Union Bankshares shares in Q2 2022, an estimated $288K.
  • United Capital Financial Advisors first reported a position in Atlantic Union Bankshares in Q2 2016 and held it in 16 quarters.
  • United Capital Financial Advisors's Atlantic Union Bankshares position peaked at $747K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.