Arkadios Wealth Advisors’s First Bancorp FBP Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-870	Closed	-$11K	–	962
2021 Q3	$11K	Hold	870	–	–	﹤0.01%	1409
2021 Q2	$10K	Buy	+870	New	+$10.7K	﹤0.01%	1527
2020 Q4	–	Sell	-870	Closed	-$5.25K	–	1390
2020 Q3	$5.25K	Hold	870	–	–	﹤0.01%	842
2020 Q2	$4.46K	Hold	870	–	–	﹤0.01%	797
2020 Q1	$4.63K	Hold	870	–	–	﹤0.01%	799
2019 Q4	$8K	Buy	+870	New	+$9.09K	﹤0.01%	628

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Arkadios Wealth Advisors's FBP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Bancorp (FBP) in Q4 2021, closing a stake of 870 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in FBP in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 239 funds tracked by Wall St. Rank hold FBP as of Q4 2021.

Arkadios Wealth Advisors reported no remaining First Bancorp position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 870 First Bancorp shares in Q4 2021, an estimated $11K.
Arkadios Wealth Advisors first reported a position in First Bancorp in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's First Bancorp position peaked at $11K in Q3 2021.
239 funds tracked by Wall St. Rank held First Bancorp as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.