Atlantic Union Bankshares Corp

RICHMOND, VA How do I update this listing?

Atlantic Union Bankshares Corp is based out of Richmond. Their last reported 13F filing for Q2 2020 included $782,444,000 in managed 13F securities and a top 10 holdings concentration of 30.05%. Atlantic Union Bankshares Corp's largest holding is iShares Russell Top 200 Growth ETF with shares held of 528,742. Atlantic Union Bankshares Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings, 1 13G filings, and 596 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2017-05-25. The notice included securities offered of Equity

Subscription Required

Equal-WT
WhaleScore 2.0

?

83

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $802.714 Million
  • Prior Market Value $685.527 Million
  • New Purchases21 stocks
  • Additional Purchases62 stocks
  • Sold out of7 stocks
  • Reduced holdings in125 stocks
  • Top 10 Holdings % 29.29 %
  • Turnover % [1]:11.57%
  • Turnover Alt % [2]: 12.98 %
  • Time Held Top20:9.37 quarters
  • Time Held Top10:5.00 quarters
  • Time Held All:10.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.77%
Performance Last 4 Quarters: 2.49%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2017-05-25 D COMMERCIAL BANKING Equity 82,039 82,039 0
2016-06-07 D COMMERCIAL BANKING Equity 905,869 452,935 452,934
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
ALAN W. MYERS subscription required
    DIRECTOR
BEVERLEY E. DALTON subscription required
    DIRECTOR
CHARLES W. STEGER subscription required
    DIRECTOR
D. ANTHONY PEAY subscription required
    EXECUTIVE OFFICER
DANIEL I. HANSEN subscription required
    DIRECTOR
DAVID G. BILKO subscription required
    EXECUTIVE OFFICER
ELIZABETH M. BENTLEY subscription required
    EXECUTIVE OFFICER
G. WILLIAM BEALE subscription required
    EXECUTIVE OFFICER DIRECTOR
GLEN C. COMBS subscription required
    DIRECTOR
GREGORY L. FISHER subscription required
    DIRECTOR
JAN S. HOOVER subscription required
    DIRECTOR
JEFFREY W. FARRAR subscription required
    EXECUTIVE OFFICER
JOHN C. ASBURY subscription required
    EXECUTIVE OFFICER DIRECTOR
KEITH L. WAMPLER subscription required
    DIRECTOR
L. BRADFORD ARMSTRONG subscription required
    DIRECTOR
LINDA V. SCHREINER subscription required
    DIRECTOR
LOREEN A. LAGATTA subscription required
    EXECUTIVE OFFICER
M. DEAN BROWN subscription required
    EXECUTIVE OFFICER
PATRICK J. MCCANN subscription required
    DIRECTOR
RAYMOND L. SLAUGHTER subscription required
    DIRECTOR
RAYMOND D. SMOOT, JR. subscription required
    DIRECTOR
ROBERT M. GORMAN subscription required
    EXECUTIVE OFFICER
RONALD L. TILLETT subscription required
    DIRECTOR
THOMAS P. ROHMAN subscription required
    DIRECTOR
W. TAYLOE MURPHY, JR. subscription required
    DIRECTOR

WhaleScore history for Atlantic Union Bankshares Corp

You must have a subscription to view WhaleScore histories

Elevate your investments