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Atria Wealth Solutions’s First Bancorp FBP Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-13,243
Closed -$168K – 1887
2022
Q4 		$168K Hold
13,243
– – ﹤0.01% 1641
2022
Q3 		$181K Sell
13,243
-286
-2% -$4.15K ﹤0.01% 1574
2022
Q2 		$175K Buy
+13,529
New +$185K ﹤0.01% 1480

Other funds holding FBP

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Atria Wealth Solutions's FBP Position: Q1 2023 in Review

Atria Wealth Solutions sold out of First Bancorp (FBP) in Q1 2023, closing a stake of 13,243 shares — an estimated $168K sold.

Atria Wealth Solutions first reported a position in FBP in Q2 2022 and held it in 3 quarters. The position peaked at $181K in Q3 2022. 230 funds tracked by Wall St. Rank hold FBP as of Q1 2023.

  • Atria Wealth Solutions reported no remaining First Bancorp position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,243 First Bancorp shares in Q1 2023, an estimated $168K.
  • Atria Wealth Solutions first reported a position in First Bancorp in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's First Bancorp position peaked at $181K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held First Bancorp as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.