Wipfli Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Wipfli 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 Q3	$5K	Buy	+164	New	+$5.53K	﹤0.01%	2061

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wipfli Financial Advisors's AUB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Atlantic Union Bankshares (AUB) in Q3 2022: 164 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2061 among its holdings.

241 funds tracked by Wall St. Rank hold AUB as of Q3 2022.

Wipfli Financial Advisors held 164 shares of Atlantic Union Bankshares worth $5K as of Q3 2022.
Atlantic Union Bankshares was a new Wipfli Financial Advisors position in Q3 2022.
Atlantic Union Bankshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2061 holding.
241 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.