PS
FBP icon

Planned Solutions’s First Bancorp FBP Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-350
Closed -$7.41K – 278
2024
Q3 		$7.41K Buy
+350
New +$7.12K ﹤0.01% 470
2024
Q1 		– Sell
-350
Closed -$5.76K – 236
2023
Q4 		$5.76K Buy
+350
New +$5.17K ﹤0.01% 464

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Planned Solutions's FBP Position: Q4 2024 in Review

Planned Solutions sold out of First Bancorp (FBP) in Q4 2024, closing a stake of 350 shares — an estimated $7.41K sold.

Planned Solutions first reported a position in FBP in Q4 2023 and held it in 2 quarters. The position peaked at $7.41K in Q3 2024. 275 funds tracked by Wall St. Rank hold FBP as of Q4 2024.

  • Planned Solutions reported no remaining First Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 350 First Bancorp shares in Q4 2024, an estimated $7.41K.
  • Planned Solutions first reported a position in First Bancorp in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's First Bancorp position peaked at $7.41K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held First Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.