FNBT
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FineMark National Bank & Trust’s RH RH Stock Holding History

FineMark National Bank & Trust’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-662
Closed -$218K – 430
2023
Q2 		$218K Buy
+662
New +$173K 0.01% 392
2022
Q2 		– Sell
-662
Closed -$216K – 445
2022
Q1 		$216K Hold
662
– – 0.01% 418
2021
Q4 		$355K Buy
662
+66
+11% +$40.6K 0.01% 355
2021
Q3 		$397K Hold
596
– – 0.02% 313
2021
Q2 		$405K Hold
596
– – 0.02% 321
2021
Q1 		$356K Buy
+596
New +$294K 0.02% 324
2016
Q3 		– Sell
-50
Closed -$1K – 1400
2016
Q2 		$1K Sell
50
-45
-47% -$1.61K ﹤0.01% 1322
2016
Q1 		$4K Buy
+95
New +$4.86K ﹤0.01% 1065

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return