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Rockbridge Investment Management’s First Community Bankshares FCBC Stock Holding History

Rockbridge Investment Management’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$37.1K – 291
2023
Q4 		$37.1K Buy
+1,000
New +$33.6K 0.01% 263

Other funds holding FCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockbridge Investment Management's FCBC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of First Community Bankshares (FCBC) in Q1 2024, closing a stake of 1,000 shares — an estimated $37.1K sold.

Rockbridge Investment Management first reported a position in FCBC in Q4 2023 and held it in 1 quarter. The position peaked at $37.1K in Q4 2023. 100 funds tracked by Wall St. Rank hold FCBC as of Q1 2024.

  • Rockbridge Investment Management reported no remaining First Community Bankshares position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,000 First Community Bankshares shares in Q1 2024, an estimated $37.1K.
  • Rockbridge Investment Management first reported a position in First Community Bankshares in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's First Community Bankshares position peaked at $37.1K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held First Community Bankshares as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.