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TFO Wealth Partners’s First Bancorp FBP Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-11
Closed -$193 – 290
2024
Q1 		$193 Hold
11
– – ﹤0.01% 498
2023
Q4 		$181 Hold
11
– – ﹤0.01% 669
2023
Q3 		$134 Hold
11
– – ﹤0.01% 934
2023
Q2 		$134 Hold
11
– – ﹤0.01% 605
2023
Q1 		$126 Sell
11
-74
-87% -$974 ﹤0.01% 596
2022
Q4 		$2.78K Buy
+85
New +$1.24K ﹤0.01% 220

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

TFO Wealth Partners's FBP Position: Q2 2024 in Review

TFO Wealth Partners sold out of First Bancorp (FBP) in Q2 2024, closing a stake of 11 shares — an estimated $193 sold.

TFO Wealth Partners first reported a position in FBP in Q4 2022 and held it in 6 quarters. The position peaked at $2.78K in Q4 2022. 238 funds tracked by Wall St. Rank hold FBP as of Q2 2024.

  • TFO Wealth Partners reported no remaining First Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 First Bancorp shares in Q2 2024, an estimated $193.
  • TFO Wealth Partners first reported a position in First Bancorp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's First Bancorp position peaked at $2.78K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held First Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.