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Burt Wealth Advisors’s FVCBankcorp FVCB Stock Holding History

Burt Wealth Advisors’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,206
Closed -$173K – 121
2023
Q4 		$173K Buy
+12,206
New +$148K 0.05% 107

Other funds holding FVCB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Burt Wealth Advisors's FVCB Position: Q1 2024 in Review

Burt Wealth Advisors sold out of FVCBankcorp (FVCB) in Q1 2024, closing a stake of 12,206 shares — an estimated $173K sold.

Burt Wealth Advisors first reported a position in FVCB in Q4 2023 and held it in 1 quarter. The position peaked at $173K in Q4 2023. 62 funds tracked by Wall St. Rank hold FVCB as of Q1 2024.

  • Burt Wealth Advisors reported no remaining FVCBankcorp position as of Q1 2024 after selling out during the quarter.
  • Burt Wealth Advisors sold 12,206 FVCBankcorp shares in Q1 2024, an estimated $173K.
  • Burt Wealth Advisors first reported a position in FVCBankcorp in Q4 2023 and held it in 1 quarter.
  • Burt Wealth Advisors's FVCBankcorp position peaked at $173K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2024.

Based on Burt Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.