TWP
FBNC icon

TFO Wealth Partners’s First Bancorp FBNC Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-9
Closed -$333 – 851
2023
Q4 		$333 Hold
9
– – ﹤0.01% 476
2023
Q3 		$268 Buy
+9
New +$276 ﹤0.01% 698

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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

TFO Wealth Partners's FBNC Position: Q1 2024 in Review

TFO Wealth Partners sold out of First Bancorp (FBNC) in Q1 2024, closing a stake of 9 shares — an estimated $333 sold.

TFO Wealth Partners first reported a position in FBNC in Q3 2023 and held it in 2 quarters. The position peaked at $333 in Q4 2023. 178 funds tracked by Wall St. Rank hold FBNC as of Q1 2024.

  • TFO Wealth Partners reported no remaining First Bancorp position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 First Bancorp shares in Q1 2024, an estimated $333.
  • TFO Wealth Partners first reported a position in First Bancorp in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's First Bancorp position peaked at $333 in Q4 2023.
  • 178 funds tracked by Wall St. Rank held First Bancorp as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.