Gratus Capital’s First Community Bankshares FCBC Stock Holding History

Gratus Capital’s Portfolio FCBC Stock Details FCBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$236K	Hold	6,400	–	–	0.01%	332
2024 Q1	$222K	Hold	6,400	–	–	0.01%	299
2023 Q4	$237K	Buy	+6,400	New	+$215K	0.01%	245
2022 Q1	–	Sell	-6,400	Closed	-$214K	–	207
2021 Q4	$214K	Hold	6,400	–	–	0.02%	191
2021 Q3	$203K	Buy	+6,400	New	+$193K	0.02%	182
2019 Q4	–	Sell	-6,400	Closed	-$207K	–	192
2019 Q3	$207K	Hold	6,400	–	–	0.03%	168
2019 Q2	$216K	Buy	+6,400	New	+$216K	0.04%	165

Other funds holding FCBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gratus Capital's FCBC Position: Q2 2024 in Review

Gratus Capital held its First Community Bankshares (FCBC) position steady in Q2 2024 at 6,400 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #332.

Gratus Capital first reported a position in FCBC in Q2 2019 and has held it in 7 quarters since. The position peaked at $237K in Q4 2023. 101 funds tracked by Wall St. Rank hold FCBC as of Q2 2024.

Gratus Capital held 6,400 shares of First Community Bankshares worth $236K as of Q2 2024.
Gratus Capital left its First Community Bankshares share count unchanged in Q2 2024.
First Community Bankshares made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #332 holding.
Gratus Capital first reported a position in First Community Bankshares in Q2 2019 and has held it in 7 quarters since.
Gratus Capital's First Community Bankshares position peaked at $237K in Q4 2023.
101 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.