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Congress Wealth Management’s FNB Corp FNB Stock Holding History

Congress Wealth Management’s Portfolio FNB Stock Details FNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,160
Closed -$175K – 565
2022
Q3 		$175K Hold
15,160
– – ﹤0.01% 534
2022
Q2 		$164K Hold
15,160
– – ﹤0.01% 538
2022
Q1 		$188K Buy
+15,160
New +$200K ﹤0.01% 584

Other funds holding FNB

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Wealth Management's FNB Position: Q4 2022 in Review

Congress Wealth Management sold out of FNB Corp (FNB) in Q4 2022, closing a stake of 15,160 shares — an estimated $175K sold.

Congress Wealth Management first reported a position in FNB in Q1 2022 and held it in 3 quarters. The position peaked at $188K in Q1 2022. 391 funds tracked by Wall St. Rank hold FNB as of Q4 2022.

  • Congress Wealth Management reported no remaining FNB Corp position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 15,160 FNB Corp shares in Q4 2022, an estimated $175K.
  • Congress Wealth Management first reported a position in FNB Corp in Q1 2022 and held it in 3 quarters.
  • Congress Wealth Management's FNB Corp position peaked at $188K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held FNB Corp as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.