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AJOVista’s First United FUNC Stock Holding History

AJOVista’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,084
Closed -$49K – 200
2023
Q4 		$49K Buy
+2,084
New +$38.8K 0.06% 299

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AJOVista's FUNC Position: Q1 2024 in Review

AJOVista sold out of First United (FUNC) in Q1 2024, closing a stake of 2,084 shares — an estimated $49K sold.

AJOVista first reported a position in FUNC in Q4 2023 and held it in 1 quarter. The position peaked at $49K in Q4 2023. 47 funds tracked by Wall St. Rank hold FUNC as of Q1 2024.

  • AJOVista reported no remaining First United position as of Q1 2024 after selling out during the quarter.
  • AJOVista sold 2,084 First United shares in Q1 2024, an estimated $49K.
  • AJOVista first reported a position in First United in Q4 2023 and held it in 1 quarter.
  • AJOVista's First United position peaked at $49K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held First United as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.