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Sutton Wealth Advisors’s First Bancorp FBNC Stock Holding History

Sutton Wealth Advisors’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-408
Closed -$17.5K – 1059
2022
Q4 		$17.5K Hold
408
– – 0.01% 749
2022
Q3 		$14.9K Hold
408
– – 0.01% 758
2022
Q2 		$14.2K Buy
408
+103
+34% +$3.84K 0.01% 788
2022
Q1 		$12.7K Buy
305
+296
+3,289% +$13.2K ﹤0.01% 870
2021
Q4 		$411 Buy
+9
New +$422 ﹤0.01% 1565

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's FBNC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of First Bancorp (FBNC) in Q1 2023, closing a stake of 408 shares — an estimated $17.5K sold.

Sutton Wealth Advisors first reported a position in FBNC in Q4 2021 and held it in 5 quarters. The position peaked at $17.5K in Q4 2022. 194 funds tracked by Wall St. Rank hold FBNC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining First Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 408 First Bancorp shares in Q1 2023, an estimated $17.5K.
  • Sutton Wealth Advisors first reported a position in First Bancorp in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's First Bancorp position peaked at $17.5K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held First Bancorp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.