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Berman Capital Advisors’s First Bancorp FBP Stock Holding History

Berman Capital 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
2021
Q3 		$0 Hold
52
– – ﹤0.01% 2115
2021
Q2 		$0 Buy
52
+1
+2% +$12 ﹤0.01% 1938
2021
Q1 		$0 Hold
51
– – ﹤0.01% 1802
2020
Q4 		$0 Hold
51
– – ﹤0.01% 1711
2020
Q3 		$0 Sell
51
-88
-63% -$490 ﹤0.01% 1645
2020
Q2 		$0 Sell
139
-61
-31% -$331 ﹤0.01% 1665
2020
Q1 		$1K Buy
+200
New +$1.64K ﹤0.01% 1286

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's FBP Position: Q3 2021 in Review

Berman Capital Advisors held its First Bancorp (FBP) position steady in Q3 2021 at 52 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Berman Capital Advisors first reported a position in FBP in Q1 2020 and has held it in 7 quarters since. The position peaked at $1K in Q1 2020. 234 funds tracked by Wall St. Rank hold FBP as of Q3 2021.

  • Berman Capital Advisors held 52 shares of First Bancorp worth $0 as of Q3 2021.
  • Berman Capital Advisors left its First Bancorp share count unchanged in Q3 2021.
  • First Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2115 holding.
  • Berman Capital Advisors first reported a position in First Bancorp in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's First Bancorp position peaked at $1K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held First Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.