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Steward Partners Investment Advisory’s FVCBankcorp FVCB Stock Holding History

Steward Partners Investment Advisory’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
2023
Q4 		– Sell
-5,334
Closed -$68.3K – 3508
2023
Q3 		$68.3K Sell
5,334
-5,651
-51% -$67.6K ﹤0.01% 1760
2023
Q2 		$118K Hold
10,985
– – ﹤0.01% 1508
2023
Q1 		$117K Hold
10,985
– – ﹤0.01% 1517
2022
Q4 		$168K Hold
10,985
– – ﹤0.01% 1324
2022
Q3 		$168K Hold
10,985
– – ﹤0.01% 1266
2022
Q2 		$165K Hold
10,985
– – ﹤0.01% 1278
2022
Q1 		$182K Hold
10,985
– – ﹤0.01% 1336
2021
Q4 		$173K Buy
+10,985
New +$178K ﹤0.01% 1371

Other funds holding FVCB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's FVCB Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of FVCBankcorp (FVCB) in Q4 2023, closing a stake of 5,334 shares — an estimated $68.3K sold.

Steward Partners Investment Advisory first reported a position in FVCB in Q4 2021 and held it in 8 quarters. The position peaked at $182K in Q1 2022. 62 funds tracked by Wall St. Rank hold FVCB as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining FVCBankcorp position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,334 FVCBankcorp shares in Q4 2023, an estimated $68.3K.
  • Steward Partners Investment Advisory first reported a position in FVCBankcorp in Q4 2021 and held it in 8 quarters.
  • Steward Partners Investment Advisory's FVCBankcorp position peaked at $182K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held FVCBankcorp as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.