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Avior Wealth Management’s First Bancorp FBNC Stock Holding History

Avior 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
2024
Q2 		– Sell
-8
Closed -$288 – 2753
2024
Q1 		$288 Buy
+8
New +$279 ﹤0.01% 2738
2023
Q2 		– Sell
-73
Closed -$2.59K – 1599
2023
Q1 		$2.59K Buy
+73
New +$2.9K ﹤0.01% 1365

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avior Wealth Management's FBNC Position: Q2 2024 in Review

Avior Wealth Management sold out of First Bancorp (FBNC) in Q2 2024, closing a stake of 8 shares — an estimated $288 sold.

Avior Wealth Management first reported a position in FBNC in Q1 2023 and held it in 2 quarters. The position peaked at $2.59K in Q1 2023. 188 funds tracked by Wall St. Rank hold FBNC as of Q2 2024.

  • Avior Wealth Management reported no remaining First Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 First Bancorp shares in Q2 2024, an estimated $288.
  • Avior Wealth Management first reported a position in First Bancorp in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's First Bancorp position peaked at $2.59K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held First Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.