Cary Street Partners Investment Advisory’s First Community Bankshares FCBC Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio FCBC Stock Details FCBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,176	Closed	-$310K	–	572
2024 Q3	$310K	Hold	7,176	–	–	0.01%	617
2024 Q2	$264K	Sell	7,176 -352	-5%	-$11.9K	0.01%	629
2024 Q1	$261K	Hold	7,528	–	–	0.01%	592
2023 Q4	$279K	Sell	7,528 -200	-3%	-$6.72K	0.01%	544
2023 Q3	$228K	Hold	7,728	–	–	0.01%	519
2023 Q2	$230K	Buy	7,728 +628	+9%	+$16.5K	0.01%	480
2023 Q1	$178K	Buy	7,100 +571	+9%	+$17.6K	0.01%	491
2022 Q4	$221K	Hold	6,529	–	–	0.02%	450
2022 Q3	$209K	Hold	6,529	–	–	0.02%	439
2022 Q2	$192K	Buy	+6,529	New	+$182K	0.02%	424
2021 Q1	–	Sell	-16,756	Closed	-$362K	–	351
2020 Q4	$362K	Buy	16,756 +16,120	+2,535%	+$338K	0.07%	227
2020 Q3	$11K	Buy	+636	New	+$12.6K	﹤0.01%	746

Other funds holding FCBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's FCBC Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of First Community Bankshares (FCBC) in Q4 2024, closing a stake of 7,176 shares — an estimated $310K sold.

Cary Street Partners Investment Advisory first reported a position in FCBC in Q3 2020 and held it in 12 quarters. The position peaked at $362K in Q4 2020. 114 funds tracked by Wall St. Rank hold FCBC as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining First Community Bankshares position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 7,176 First Community Bankshares shares in Q4 2024, an estimated $310K.
Cary Street Partners Investment Advisory first reported a position in First Community Bankshares in Q3 2020 and held it in 12 quarters.
Cary Street Partners Investment Advisory's First Community Bankshares position peaked at $362K in Q4 2020.
114 funds tracked by Wall St. Rank held First Community Bankshares as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.