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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $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.