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Capital Advisors Ltd’s First United FUNC Stock Holding History

Capital Advisors Ltd’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed – – 1381
2023
Q1 		$0 Buy
+12
New +$227 ﹤0.01% 1324

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Capital Advisors Ltd's FUNC Position: Q2 2023 in Review

Capital Advisors Ltd sold out of First United (FUNC) in Q2 2023, closing a stake of 12 shares.

Capital Advisors Ltd first reported a position in FUNC in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 36 funds tracked by Wall St. Rank hold FUNC as of Q2 2023.

  • Capital Advisors Ltd reported no remaining First United position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 12 First United shares in Q2 2023.
  • Capital Advisors Ltd first reported a position in First United in Q1 2023 and held it in 1 quarter.
  • Capital Advisors Ltd's First United position peaked at $0 in Q1 2023.
  • 36 funds tracked by Wall St. Rank held First United as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.