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Cary Street Partners Investment Advisory’s First United FUNC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-1,125
Closed -$18.3K – 1051
2023
Q3 		$18.3K Hold
1,125
– – ﹤0.01% 1150
2023
Q2 		$16K Hold
1,125
– – ﹤0.01% 1111
2023
Q1 		$19K Hold
1,125
– – ﹤0.01% 992
2022
Q4 		$22.1K Buy
+1,125
New +$21.1K ﹤0.01% 949

Other funds holding FUNC

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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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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 $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's FUNC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of First United (FUNC) in Q4 2023, closing a stake of 1,125 shares — an estimated $18.3K sold.

Cary Street Partners Investment Advisory first reported a position in FUNC in Q4 2022 and held it in 4 quarters. The position peaked at $22.1K in Q4 2022. 42 funds tracked by Wall St. Rank hold FUNC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining First United position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,125 First United shares in Q4 2023, an estimated $18.3K.
  • Cary Street Partners Investment Advisory first reported a position in First United in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's First United position peaked at $22.1K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held First United as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.