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Wealthspire Advisors (Maryland)’s Atlantic Union Bankshares AUB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$2.08M Sell
97,266
-29,392
-23% -$669K 0.07% 130
2020
Q2 		$2.93M Hold
126,658
– – 0.21% 74
2020
Q1 		$2.77M Sell
126,658
-105,307
-45% -$3.26M 0.24% 63
2019
Q4 		$8.71M Sell
231,965
-24,620
-10% -$927K 0.58% 31
2019
Q3 		$9.56M Sell
256,585
-63
-0% -$2.3K 0.7% 28
2019
Q2 		$9.07M Sell
256,648
-10,585
-4% -$369K 0.68% 29
2019
Q1 		$8.64M Buy
267,233
+266,520
+37,380% +$8.89M 0.65% 29
2018
Q4 		$20K Sell
713
-1,066
-60% -$35.9K ﹤0.01% 1197
2018
Q3 		$69K Sell
1,779
-918
-34% -$37.4K 0.01% 838
2018
Q2 		$105K Sell
2,697
-350
-11% -$13.8K 0.01% 688
2018
Q1 		$112K Buy
3,047
+155
+5% +$5.86K 0.01% 671
2017
Q4 		$105K Sell
2,892
-137
-5% -$4.89K 0.01% 694
2017
Q3 		$107K Sell
3,029
-197
-6% -$6.34K 0.01% 679
2017
Q2 		$109K Buy
3,226
+119
+4% +$4.06K 0.01% 661
2017
Q1 		$109K Buy
3,107
+70
+2% +$2.51K 0.02% 566
2016
Q4 		$109K Buy
3,037
+201
+7% +$6.32K 0.02% 551
2016
Q3 		$76K Sell
2,836
-377
-12% -$10.1K 0.01% 657
2016
Q2 		$79K Buy
3,213
+1,288
+67% +$33.4K 0.01% 594
2016
Q1 		$47K Buy
1,925
+2
+0.1% +$46 0.01% 717
2015
Q4 		$49K Buy
+1,923
New +$49.5K 0.01% 717

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

Wealthspire Advisors (Maryland)'s AUB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Atlantic Union Bankshares (AUB) stake by 23% in Q3 2020, selling an estimated $669K and leaving 97,266 shares worth $2.08M. The position accounts for 0.07% of the portfolio, ranked #130.

Wealthspire Advisors (Maryland) first reported a position in AUB in Q4 2015 and has held it in 20 quarters since. The position peaked at $9.56M in Q3 2019. 194 funds tracked by Wall St. Rank hold AUB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 97,266 shares of Atlantic Union Bankshares worth $2.08M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 29,392 Atlantic Union Bankshares shares in Q3 2020, an estimated $669K.
  • Atlantic Union Bankshares made up 0.07% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #130 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Atlantic Union Bankshares in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Atlantic Union Bankshares position peaked at $9.56M in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.