Loring Wolcott & Coolidge Fiduciary Advisors’s First National Corp FXNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FXNC Stock Details FXNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,750	Closed	-$79K	–	646
2022 Q1	$79K	Hold	3,750	–	–	﹤0.01%	408
2021 Q4	$86K	Hold	3,750	–	–	﹤0.01%	407
2021 Q3	$86K	Hold	3,750	–	–	﹤0.01%	405
2021 Q2	$75K	Buy	+3,750	New	+$70.5K	﹤0.01%	434
2021 Q1	–	Sell	-4,850	Closed	-$82K	–	460
2020 Q4	$82K	Buy	+4,850	New	+$73.2K	﹤0.01%	377

Other funds holding FXNC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's FXNC Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First National Corp (FXNC) in Q2 2022, closing a stake of 3,750 shares — an estimated $79K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FXNC in Q4 2020 and held it in 5 quarters. The position peaked at $86K in Q4 2021. 22 funds tracked by Wall St. Rank hold FXNC as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First National Corp position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,750 First National Corp shares in Q2 2022, an estimated $79K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First National Corp in Q4 2020 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First National Corp position peaked at $86K in Q4 2021.
22 funds tracked by Wall St. Rank held First National Corp as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.