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LGT Financial Advisors’s First Bancorp FBNC Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-82
Closed -$2.96K – 807
2024
Q1 		$2.96K Hold
82
– – ﹤0.01% 701
2023
Q4 		$3.04K Hold
82
– – ﹤0.01% 726
2023
Q3 		$2.31K Buy
+82
New +$2.51K ﹤0.01% 808

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LGT Financial Advisors's FBNC Position: Q2 2024 in Review

LGT Financial Advisors sold out of First Bancorp (FBNC) in Q2 2024, closing a stake of 82 shares — an estimated $2.96K sold.

LGT Financial Advisors first reported a position in FBNC in Q3 2023 and held it in 3 quarters. The position peaked at $3.04K in Q4 2023. 188 funds tracked by Wall St. Rank hold FBNC as of Q2 2024.

  • LGT Financial Advisors reported no remaining First Bancorp position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 82 First Bancorp shares in Q2 2024, an estimated $2.96K.
  • LGT Financial Advisors first reported a position in First Bancorp in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's First Bancorp position peaked at $3.04K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held First Bancorp as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.