Sageworth Trust Company of South Dakota’s First Bancorp FBP Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-233	Closed	-$2.66K	–	95
2023 Q1	$2.66K	Hold	233	–	–	0.01%	175
2022 Q4	$3K	Hold	233	–	–	0.01%	185
2022 Q3	$3K	Sell	233 -167	-42%	-$2.42K	0.01%	171
2022 Q2	$5K	Sell	400 -233	-37%	-$3.19K	0.01%	228
2022 Q1	$8K	Sell	633 -272	-30%	-$3.87K	0.02%	221
2021 Q4	$12K	Buy	+905	New	+$12.5K	0.02%	326

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FBP Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of First Bancorp (FBP) in Q2 2023, closing a stake of 233 shares — an estimated $2.66K sold.

Sageworth Trust Company of South Dakota first reported a position in FBP in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 215 funds tracked by Wall St. Rank hold FBP as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining First Bancorp position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 233 First Bancorp shares in Q2 2023, an estimated $2.66K.
Sageworth Trust Company of South Dakota first reported a position in First Bancorp in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's First Bancorp position peaked at $12K in Q4 2021.
215 funds tracked by Wall St. Rank held First Bancorp as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.