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Avior Wealth Management’s First Bancorp FBP Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-2,784
Closed -$51.8K – 1268
2024
Q4 		$51.8K Sell
2,784
-22
-0.8% -$444 ﹤0.01% 1135
2024
Q3 		$59.4K Sell
2,806
-23
-0.8% -$468 ﹤0.01% 1060
2024
Q2 		$51.7K Buy
2,829
+145
+5% +$2.54K ﹤0.01% 1076
2024
Q1 		$47.1K Buy
+2,684
New +$44.5K ﹤0.01% 1259
2014
Q2 		– Sell
-601
Closed -$3K – 331
2014
Q1 		$3K Buy
+601
New +$3.19K ﹤0.01% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Avior Wealth Management's FBP Position: Q1 2025 in Review

Avior Wealth Management sold out of First Bancorp (FBP) in Q1 2025, closing a stake of 2,784 shares — an estimated $51.8K sold.

Avior Wealth Management first reported a position in FBP in Q1 2014 and held it in 5 quarters. The position peaked at $59.4K in Q3 2024. 274 funds tracked by Wall St. Rank hold FBP as of Q1 2025.

  • Avior Wealth Management reported no remaining First Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,784 First Bancorp shares in Q1 2025, an estimated $51.8K.
  • Avior Wealth Management first reported a position in First Bancorp in Q1 2014 and held it in 5 quarters.
  • Avior Wealth Management's First Bancorp position peaked at $59.4K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held First Bancorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.