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Brandywine Oak Private Wealth’s First Bancorp FBP Stock Holding History

Brandywine Oak Private Wealth’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
Q4 		– Sell
-17,675
Closed -$241K – 262
2022
Q3 		$241K Buy
+17,675
New +$256K 0.03% 241
2020
Q1 		– Sell
-11,136
Closed -$117K – 232
2019
Q4 		$117K Buy
11,136
+785
+8% +$8.2K 0.02% 237
2019
Q3 		$103K Sell
10,351
-613
-6% -$6.22K 0.02% 232
2019
Q2 		$121K Buy
10,964
+787
+8% +$8.46K 0.02% 220
2019
Q1 		$116K Buy
+10,177
New +$107K 0.02% 214
2018
Q4 		– Hold
0
– – – 605

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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's FBP Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of First Bancorp (FBP) in Q4 2022, closing a stake of 17,675 shares — an estimated $241K sold.

Brandywine Oak Private Wealth first reported a position in FBP in Q1 2019 and held it in 5 quarters. The position peaked at $241K in Q3 2022. 265 funds tracked by Wall St. Rank hold FBP as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining First Bancorp position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 17,675 First Bancorp shares in Q4 2022, an estimated $241K.
  • Brandywine Oak Private Wealth first reported a position in First Bancorp in Q1 2019 and held it in 5 quarters.
  • Brandywine Oak Private Wealth's First Bancorp position peaked at $241K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held First Bancorp as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.