MCC
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Money Concepts Capital’s First United FUNC Stock Holding History

Money Concepts Capital’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-330
Closed -$6.49K – 1405
2022
Q4 		$6.49K Buy
+330
New +$6.17K ﹤0.01% 2224
2022
Q2 		– Sell
-330
Closed -$7K – 1880
2022
Q1 		$7K Buy
+330
New +$7.07K ﹤0.01% 2069

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

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

Money Concepts Capital sold out of First United (FUNC) in Q1 2023, closing a stake of 330 shares — an estimated $6.49K sold.

Money Concepts Capital first reported a position in FUNC in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 36 funds tracked by Wall St. Rank hold FUNC as of Q1 2023.

  • Money Concepts Capital reported no remaining First United position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 330 First United shares in Q1 2023, an estimated $6.49K.
  • Money Concepts Capital first reported a position in First United in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First United position peaked at $7K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held First United as of Q1 2023.

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