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Patriot Financial Group Insurance Agency’s First Bancorp FBNC Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-300
Closed -$7K – 1704
2020
Q1 		$7K Hold
300
– – ﹤0.01% 967
2019
Q4 		$12K Hold
300
– – ﹤0.01% 792
2019
Q3 		$11K Hold
300
– – ﹤0.01% 781
2019
Q2 		$11K Buy
+300
New +$11K ﹤0.01% 776

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FBNC Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of First Bancorp (FBNC) in Q2 2020, closing a stake of 300 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in FBNC in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 148 funds tracked by Wall St. Rank hold FBNC as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining First Bancorp position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 First Bancorp shares in Q2 2020, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in First Bancorp in Q2 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's First Bancorp position peaked at $12K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held First Bancorp as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.