Cary Street Partners Investment Advisory’s First National Corp FXNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,208	Closed	-$38.9K	–	1057
2023 Q3	$38.9K	Hold	2,208	–	–	﹤0.01%	930
2023 Q2	$36.5K	Hold	2,208	–	–	﹤0.01%	896
2023 Q1	$34.9K	Hold	2,208	–	–	﹤0.01%	829
2022 Q4	$37.8K	Buy	+2,208	New	+$37.4K	﹤0.01%	815

Other funds holding FXNC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

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

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of First National Corp (FXNC) in Q4 2023, closing a stake of 2,208 shares — an estimated $38.9K sold.

Cary Street Partners Investment Advisory first reported a position in FXNC in Q4 2022 and held it in 4 quarters. The position peaked at $38.9K in Q3 2023. 27 funds tracked by Wall St. Rank hold FXNC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining First National Corp position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,208 First National Corp shares in Q4 2023, an estimated $38.9K.
Cary Street Partners Investment Advisory first reported a position in First National Corp in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's First National Corp position peaked at $38.9K in Q3 2023.
27 funds tracked by Wall St. Rank held First National Corp as of Q4 2023.

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