FCH
FUNC icon

Freestone Capital Holdings’s First United FUNC Stock Holding History

Freestone Capital Holdings’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
2021
Q4 		– Sell
-16,000
Closed -$298K – 517
2021
Q3 		$298K Hold
16,000
– – 0.01% 350
2021
Q2 		$279K Buy
+16,000
New +$288K 0.01% 357

Other funds holding FUNC

Dimensional Fund Advisors
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Freestone Capital Holdings's FUNC Position: Q4 2021 in Review

Freestone Capital Holdings sold out of First United (FUNC) in Q4 2021, closing a stake of 16,000 shares — an estimated $298K sold.

Freestone Capital Holdings first reported a position in FUNC in Q2 2021 and held it in 2 quarters. The position peaked at $298K in Q3 2021. 32 funds tracked by Wall St. Rank hold FUNC as of Q4 2021.

  • Freestone Capital Holdings reported no remaining First United position as of Q4 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 16,000 First United shares in Q4 2021, an estimated $298K.
  • Freestone Capital Holdings first reported a position in First United in Q2 2021 and held it in 2 quarters.
  • Freestone Capital Holdings's First United position peaked at $298K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held First United as of Q4 2021.

Based on Freestone Capital Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.