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Accurate Wealth Management’s First Bancorp FBNC Stock Holding History

Accurate Wealth Management’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21
Closed -$872 – 645
2022
Q4 		$872 Buy
+21
New +$920 ﹤0.01% 1398

Other funds holding FBNC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Accurate Wealth Management's FBNC Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Bancorp (FBNC) in Q1 2023, closing a stake of 21 shares — an estimated $872 sold.

Accurate Wealth Management first reported a position in FBNC in Q4 2022 and held it in 1 quarter. The position peaked at $872 in Q4 2022. 194 funds tracked by Wall St. Rank hold FBNC as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Bancorp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 21 First Bancorp shares in Q1 2023, an estimated $872.
  • Accurate Wealth Management first reported a position in First Bancorp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Bancorp position peaked at $872 in Q4 2022.
  • 194 funds tracked by Wall St. Rank held First Bancorp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.