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Concurrent Investment Advisors’s First Bancorp FBP Stock Holding History

Concurrent Investment Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,587
Closed -$355K – 954
2023
Q4 		$355K Buy
+21,587
New +$319K 0.02% 597

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Concurrent Investment Advisors's FBP Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of First Bancorp (FBP) in Q1 2024, closing a stake of 21,587 shares — an estimated $355K sold.

Concurrent Investment Advisors first reported a position in FBP in Q4 2023 and held it in 1 quarter. The position peaked at $355K in Q4 2023. 241 funds tracked by Wall St. Rank hold FBP as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining First Bancorp position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,587 First Bancorp shares in Q1 2024, an estimated $355K.
  • Concurrent Investment Advisors first reported a position in First Bancorp in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's First Bancorp position peaked at $355K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held First Bancorp as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.