AWA
FRBA icon

Arkadios Wealth Advisors’s First Bank FRBA Stock Holding History

Arkadios Wealth Advisors’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-285
Closed -$4K – 1010
2021
Q3 		$4K Buy
+285
New +$3.8K ﹤0.01% 1646

Other funds holding FRBA

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CMS
Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of First Bank (FRBA) in Q4 2021, closing a stake of 285 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in FRBA in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 78 funds tracked by Wall St. Rank hold FRBA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining First Bank position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 285 First Bank shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in First Bank in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's First Bank position peaked at $4K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held First Bank as of Q4 2021.

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