Guardian Wealth Advisors (North Carolina)’s First Bancorp FBNC Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio FBNC Stock Details FBNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,102	Closed	-$212K	–	523
2024 Q3	$212K	Buy	+5,102	New	+$203K	0.02%	262
2023 Q3	–	Sell	-6,895	Closed	-$207K	–	428
2023 Q2	$207K	Sell	6,895 -140	-2%	-$4.43K	0.04%	223
2023 Q1	$251K	Sell	7,035 -20	-0.3%	-$795	0.04%	181
2022 Q4	$304K	Hold	7,055	–	–	0.06%	153
2022 Q3	$260K	Sell	7,055 -144	-2%	-$5.3K	0.05%	158
2022 Q2	$253K	Buy	+7,199	New	+$269K	0.05%	161

Other funds holding FBNC

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FBNC Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Bancorp (FBNC) in Q4 2024, closing a stake of 5,102 shares — an estimated $212K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FBNC in Q2 2022 and held it in 6 quarters. The position peaked at $304K in Q4 2022. 191 funds tracked by Wall St. Rank hold FBNC as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining First Bancorp position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5,102 First Bancorp shares in Q4 2024, an estimated $212K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Bancorp in Q2 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s First Bancorp position peaked at $304K in Q4 2022.
191 funds tracked by Wall St. Rank held First Bancorp as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.