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Plotkin Financial Advisors’s FVCBankcorp FVCB Stock Holding History

Plotkin Financial Advisors’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-34,563
Closed -$553K – 95
2021
Q3 		$553K Hold
34,563
– – 0.33% 49
2021
Q2 		$477K Hold
34,563
– – 0.26% 59
2021
Q1 		$479K Buy
+34,563
New +$461K 0.29% 47

Other funds holding FVCB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Plotkin Financial Advisors's FVCB Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of FVCBankcorp (FVCB) in Q4 2021, closing a stake of 34,563 shares — an estimated $553K sold.

Plotkin Financial Advisors first reported a position in FVCB in Q1 2021 and held it in 3 quarters. The position peaked at $553K in Q3 2021. 40 funds tracked by Wall St. Rank hold FVCB as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining FVCBankcorp position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 34,563 FVCBankcorp shares in Q4 2021, an estimated $553K.
  • Plotkin Financial Advisors first reported a position in FVCBankcorp in Q1 2021 and held it in 3 quarters.
  • Plotkin Financial Advisors's FVCBankcorp position peaked at $553K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held FVCBankcorp as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.