SAG
FBP icon

SageView Advisory Group’s First Bancorp FBP Stock Holding History

SageView Advisory Group’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
Q2 		– Sell
-6,278
Closed -$227K – 589
2024
Q1 		$227K Buy
+6,278
New +$104K 0.01% 487

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

SageView Advisory Group's FBP Position: Q2 2024 in Review

SageView Advisory Group sold out of First Bancorp (FBP) in Q2 2024, closing a stake of 6,278 shares — an estimated $227K sold.

SageView Advisory Group first reported a position in FBP in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 238 funds tracked by Wall St. Rank hold FBP as of Q2 2024.

  • SageView Advisory Group reported no remaining First Bancorp position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 6,278 First Bancorp shares in Q2 2024, an estimated $227K.
  • SageView Advisory Group first reported a position in First Bancorp in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's First Bancorp position peaked at $227K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held First Bancorp as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.