Laird Norton Wetherby Wealth Management’s First Bancorp FBP Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio FBP Stock Details FBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,951	Closed	-$101K	–	821
2020 Q4	$101K	Sell	10,951 -645	-6%	-$4.92K	0.01%	879
2020 Q3	$61K	Sell	11,596 -6,148	-35%	-$34.2K	0.01%	711
2020 Q2	$99K	Buy	17,744 +86	+0.5%	+$466	0.01%	699
2020 Q1	$94K	Buy	17,658 +151	+0.9%	+$1.24K	0.01%	638
2019 Q4	$185K	Buy	17,507 +64	+0.4%	+$668	0.02%	670
2019 Q3	$174K	Sell	17,443 -100	-0.6%	-$1.01K	0.02%	667
2019 Q2	$194K	Sell	17,543 -125	-0.7%	-$1.34K	0.02%	644
2019 Q1	$202K	Buy	17,668 +443	+3%	+$4.67K	0.03%	621
2018 Q4	$148K	Sell	17,225 -1,157	-6%	-$10.3K	0.02%	602
2018 Q3	$167K	Hold	18,382	–	–	0.02%	632
2018 Q2	$141K	Hold	18,382	–	–	0.02%	621
2018 Q1	$111K	Hold	18,382	–	–	0.02%	630
2017 Q4	$94K	Hold	18,382	–	–	0.01%	633
2017 Q3	$94K	Hold	18,382	–	–	0.01%	607
2017 Q2	$106K	Hold	18,382	–	–	0.02%	550
2017 Q1	$104K	Buy	+18,382	New	+$117K	0.02%	548

Other funds holding FBP

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

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

Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's FBP Position: Q1 2021 in Review

Laird Norton Wetherby Wealth Management sold out of First Bancorp (FBP) in Q1 2021, closing a stake of 10,951 shares — an estimated $101K sold.

Laird Norton Wetherby Wealth Management first reported a position in FBP in Q1 2017 and held it in 16 quarters. The position peaked at $202K in Q1 2019. 218 funds tracked by Wall St. Rank hold FBP as of Q1 2021.

Laird Norton Wetherby Wealth Management reported no remaining First Bancorp position as of Q1 2021 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,951 First Bancorp shares in Q1 2021, an estimated $101K.
Laird Norton Wetherby Wealth Management first reported a position in First Bancorp in Q1 2017 and held it in 16 quarters.
Laird Norton Wetherby Wealth Management's First Bancorp position peaked at $202K in Q1 2019.
218 funds tracked by Wall St. Rank held First Bancorp as of Q1 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.