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Money Concepts Capital’s First Bancorp FBP Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-200
Closed -$2.54K – 1267
2022
Q4 		$2.54K Buy
+200
New +$2.92K ﹤0.01% 2611
2022
Q2 		– Sell
-200
Closed -$3K – 1810
2022
Q1 		$3K Buy
+200
New +$2.85K ﹤0.01% 2346

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Money Concepts Capital's FBP Position: Q1 2023 in Review

Money Concepts Capital sold out of First Bancorp (FBP) in Q1 2023, closing a stake of 200 shares — an estimated $2.54K sold.

Money Concepts Capital first reported a position in FBP in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 230 funds tracked by Wall St. Rank hold FBP as of Q1 2023.

  • Money Concepts Capital reported no remaining First Bancorp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 First Bancorp shares in Q1 2023, an estimated $2.54K.
  • Money Concepts Capital first reported a position in First Bancorp in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Bancorp position peaked at $3K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held First Bancorp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.