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Sutton Wealth Advisors’s First Bancorp FBP Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-5,732
Closed -$72.9K – 1060
2022
Q4 		$72.9K Sell
5,732
-1
-0% -$15 0.03% 304
2022
Q3 		$78.4K Sell
5,733
-282
-5% -$4.09K 0.03% 283
2022
Q2 		$77.7K Sell
6,015
-113
-2% -$1.55K 0.03% 279
2022
Q1 		$80.4K Sell
6,128
-354
-5% -$5.04K 0.03% 292
2021
Q4 		$89.3K Sell
6,482
-287
-4% -$3.95K 0.03% 281
2021
Q3 		$89K Sell
6,769
-25
-0.4% -$308 0.03% 263
2021
Q2 		$81K Sell
6,794
-376
-5% -$4.63K 0.03% 282
2021
Q1 		$80.7K Sell
7,170
-116
-2% -$1.22K 0.03% 272
2020
Q4 		$67.2K Hold
7,286
– – 0.03% 289
2020
Q3 		$38K Hold
7,286
– – 0.02% 359
2020
Q2 		$40.7K Hold
7,286
– – 0.02% 348
2020
Q1 		$38.8K Buy
7,286
+2,757
+61% +$22.7K 0.02% 325
2019
Q4 		$48K Hold
4,529
– – 0.02% 315
2019
Q3 		$45.2K Hold
4,529
– – 0.03% 333
2019
Q2 		$50K Hold
4,529
– – 0.03% 302
2019
Q1 		$51.9K Hold
4,529
– – 0.03% 286
2018
Q4 		$38.9K Hold
4,529
– – 0.03% 326
2018
Q3 		$41.2K Hold
4,529
– – 0.03% 330
2018
Q2 		$34.6K Hold
4,529
– – 0.02% 389
2018
Q1 		$27.3K Hold
4,529
– – 0.02% 451
2017
Q4 		$23.1K Hold
4,529
– – 0.02% 507
2017
Q3 		$23.2K Hold
4,529
– – 0.02% 494
2017
Q2 		$26.2K Hold
4,529
– – 0.02% 441
2017
Q1 		$25.6K Hold
4,529
– – 0.02% 424
2016
Q4 		$29.9K Hold
4,529
– – 0.03% 370
2016
Q3 		$23.6K Hold
4,529
– – 0.02% 422
2016
Q2 		$18K Hold
4,529
– – 0.02% 473
2016
Q1 		$13.2K Buy
+4,529
New +$12.1K 0.01% 541

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of First Bancorp (FBP) in Q1 2023, closing a stake of 5,732 shares — an estimated $72.9K sold.

Sutton Wealth Advisors first reported a position in FBP in Q1 2016 and held it in 28 quarters. The position peaked at $89.3K in Q4 2021. 230 funds tracked by Wall St. Rank hold FBP 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 5,732 First Bancorp shares in Q1 2023, an estimated $72.9K.
  • Sutton Wealth Advisors first reported a position in First Bancorp in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's First Bancorp position peaked at $89.3K in Q4 2021.
  • 230 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.