BDO Wealth Advisors’s First Bancorp FBP Stock Holding History

BDO 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
2022 Q3	–	Sell	-43	Closed	-$1K	–	1060
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	967
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	985
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	1009
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	995
2021 Q2	$1K	Sell	43 -88	-67%	-$1.08K	﹤0.01%	1045
2021 Q1	$1K	Hold	131	–	–	﹤0.01%	1065
2020 Q4	$1K	Hold	131	–	–	﹤0.01%	843
2020 Q3	$1K	Buy	+131	New	+$729	﹤0.01%	766

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

FCM

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

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

BDO Wealth Advisors's FBP Position: Q3 2022 in Review

BDO Wealth Advisors sold out of First Bancorp (FBP) in Q3 2022, closing a stake of 43 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in FBP in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 247 funds tracked by Wall St. Rank hold FBP as of Q3 2022.

BDO Wealth Advisors reported no remaining First Bancorp position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 43 First Bancorp shares in Q3 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in First Bancorp in Q3 2020 and held it in 8 quarters.
BDO Wealth Advisors's First Bancorp position peaked at $1K in Q2 2022.
247 funds tracked by Wall St. Rank held First Bancorp as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.