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Proficio Capital Partners’s First Bank FRBA Stock Holding History

Proficio Capital Partners’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-344
Closed -$4K – 650
2019
Q2 		$4K Buy
+344
New +$3.91K ﹤0.01% 1284

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BlackRock
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SCA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Proficio Capital Partners's FRBA Position: Q3 2019 in Review

Proficio Capital Partners sold out of First Bank (FRBA) in Q3 2019, closing a stake of 344 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in FRBA in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 56 funds tracked by Wall St. Rank hold FRBA as of Q3 2019.

  • Proficio Capital Partners reported no remaining First Bank position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 344 First Bank shares in Q3 2019, an estimated $4K.
  • Proficio Capital Partners first reported a position in First Bank in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's First Bank position peaked at $4K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held First Bank as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.