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Aaron Wealth Advisors’s First Bancorp FBP Stock Holding History

Aaron Wealth Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,378
Closed -$18.1K – 421
2022
Q1 		$18.1K Buy
+1,378
New +$19.6K ﹤0.01% 668

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Aaron Wealth Advisors's FBP Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of First Bancorp (FBP) in Q2 2022, closing a stake of 1,378 shares — an estimated $18.1K sold.

Aaron Wealth Advisors first reported a position in FBP in Q1 2022 and held it in 1 quarter. The position peaked at $18.1K in Q1 2022. 240 funds tracked by Wall St. Rank hold FBP as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining First Bancorp position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,378 First Bancorp shares in Q2 2022, an estimated $18.1K.
  • Aaron Wealth Advisors first reported a position in First Bancorp in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's First Bancorp position peaked at $18.1K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.