Kowal Investment Group’s First Bancorp FBNC Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-43	Closed	-$2K	–	393
2021 Q3	$2K	Buy	+43	New	+$1.75K	﹤0.01%	794

Other funds holding FBNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kowal Investment Group's FBNC Position: Q4 2021 in Review

Kowal Investment Group sold out of First Bancorp (FBNC) in Q4 2021, closing a stake of 43 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in FBNC in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 185 funds tracked by Wall St. Rank hold FBNC as of Q4 2021.

Kowal Investment Group reported no remaining First Bancorp position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 43 First Bancorp shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in First Bancorp in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's First Bancorp position peaked at $2K in Q3 2021.
185 funds tracked by Wall St. Rank held First Bancorp as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.