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Northwest Financial Advisors’s First United FUNC Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-100
Closed -$2.98K – 257
2024
Q3 		$2.98K Buy
+100
New +$2.69K ﹤0.01% 480
2024
Q1 		– Sell
-100
Closed -$2.35K – 237
2023
Q4 		$2.35K Buy
+100
New +$1.86K ﹤0.01% 484

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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwest Financial Advisors's FUNC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First United (FUNC) in Q4 2024, closing a stake of 100 shares — an estimated $2.98K sold.

Northwest Financial Advisors first reported a position in FUNC in Q4 2023 and held it in 2 quarters. The position peaked at $2.98K in Q3 2024. 55 funds tracked by Wall St. Rank hold FUNC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First United position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 100 First United shares in Q4 2024, an estimated $2.98K.
  • Northwest Financial Advisors first reported a position in First United in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First United position peaked at $2.98K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held First United as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.