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United Capital Financial Advisors’s First Bancorp FBNC Stock Holding History

United Capital Financial 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
Q2 		– Sell
-14,720
Closed -$523K – 919
2023
Q1 		$523K Buy
+14,720
New +$585K ﹤0.01% 715

Other funds holding FBNC

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's FBNC Position: Q2 2023 in Review

United Capital Financial Advisors sold out of First Bancorp (FBNC) in Q2 2023, closing a stake of 14,720 shares — an estimated $523K sold.

United Capital Financial Advisors first reported a position in FBNC in Q1 2023 and held it in 1 quarter. The position peaked at $523K in Q1 2023. 175 funds tracked by Wall St. Rank hold FBNC as of Q2 2023.

  • United Capital Financial Advisors reported no remaining First Bancorp position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,720 First Bancorp shares in Q2 2023, an estimated $523K.
  • United Capital Financial Advisors first reported a position in First Bancorp in Q1 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's First Bancorp position peaked at $523K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held First Bancorp as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.