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Perfromance Wealth Partners’s First Bancorp FBP Stock Holding History

Perfromance Wealth Partners’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
Q1 		– Sell
-10,000
Closed -$138K – 181
2021
Q4 		$138K Buy
+10,000
New +$138K 0.01% 178

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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Perfromance Wealth Partners's FBP Position: Q1 2022 in Review

Perfromance Wealth Partners sold out of First Bancorp (FBP) in Q1 2022, closing a stake of 10,000 shares — an estimated $138K sold.

Perfromance Wealth Partners first reported a position in FBP in Q4 2021 and held it in 1 quarter. The position peaked at $138K in Q4 2021. 244 funds tracked by Wall St. Rank hold FBP as of Q1 2022.

  • Perfromance Wealth Partners reported no remaining First Bancorp position as of Q1 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,000 First Bancorp shares in Q1 2022, an estimated $138K.
  • Perfromance Wealth Partners first reported a position in First Bancorp in Q4 2021 and held it in 1 quarter.
  • Perfromance Wealth Partners's First Bancorp position peaked at $138K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held First Bancorp as of Q1 2022.

Based on Perfromance Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.