TWA
FBNC icon

TCI Wealth Advisors’s First Bancorp FBNC Stock Holding History

TCI 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
2022
Q2 		– Sell
-118
Closed -$5K – 2344
2022
Q1 		$5K Hold
118
– – ﹤0.01% 1529
2021
Q4 		$5K Hold
118
– – ﹤0.01% 1646
2021
Q3 		$5K Buy
+118
New +$4.8K ﹤0.01% 1579

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCI Wealth Advisors's FBNC Position: Q2 2022 in Review

TCI Wealth Advisors sold out of First Bancorp (FBNC) in Q2 2022, closing a stake of 118 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in FBNC in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 197 funds tracked by Wall St. Rank hold FBNC as of Q2 2022.

  • TCI Wealth Advisors reported no remaining First Bancorp position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 118 First Bancorp shares in Q2 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in First Bancorp in Q3 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's First Bancorp position peaked at $5K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held First Bancorp as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.