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

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-147	Closed	-$2K	–	901
2022 Q2	$2K	Sell	147 -183	-55%	-$2.5K	﹤0.01%	1745
2022 Q1	$4K	Sell	330 -1,381	-81%	-$19.7K	﹤0.01%	1682
2021 Q4	$24K	Sell	1,711 -160	-9%	-$2.2K	﹤0.01%	1138
2021 Q3	$25K	Buy	1,871 +607	+48%	+$7.47K	﹤0.01%	1110
2021 Q2	$15K	Hold	1,264	–	–	﹤0.01%	1293
2021 Q1	$14K	Sell	1,264 -98	-7%	-$1.03K	﹤0.01%	1235
2020 Q4	$13K	Hold	1,362	–	–	﹤0.01%	1127
2020 Q3	$7K	Hold	1,362	–	–	﹤0.01%	1132
2020 Q2	$8K	Buy	1,362 +162	+14%	+$878	﹤0.01%	1031
2020 Q1	$6K	Buy	+1,200	New	+$9.86K	﹤0.01%	1007

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FBP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Bancorp (FBP) in Q3 2022, closing a stake of 147 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in FBP in Q1 2020 and held it in 10 quarters. The position peaked at $25K in Q3 2021. 247 funds tracked by Wall St. Rank hold FBP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Bancorp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 147 First Bancorp shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in First Bancorp in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's First Bancorp position peaked at $25K in Q3 2021.
247 funds tracked by Wall St. Rank held First Bancorp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.