United Capital Financial Advisors’s First National Corp FXNC Stock Holding History

United Capital Financial Advisors’s Portfolio FXNC Stock Details FXNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20,256	Closed	-$342K	–	1205
2020 Q4	$342K	Sell	20,256 -4,040	-17%	-$61K	﹤0.01%	953
2020 Q3	$343K	Buy	24,296 +385	+2%	+$5.4K	﹤0.01%	919
2020 Q2	$332K	Buy	23,911 +131	+0.6%	+$1.91K	﹤0.01%	979
2020 Q1	$357K	Sell	23,780 -1,356	-5%	-$25.7K	﹤0.01%	933
2019 Q4	$538K	Sell	25,136 -3,828	-13%	-$75.4K	﹤0.01%	968
2019 Q3	$531K	Buy	+28,964	New	+$550K	﹤0.01%	933

Other funds holding FXNC

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

United Capital Financial Advisors's FXNC Position: Q1 2021 in Review

United Capital Financial Advisors sold out of First National Corp (FXNC) in Q1 2021, closing a stake of 20,256 shares — an estimated $342K sold.

United Capital Financial Advisors first reported a position in FXNC in Q3 2019 and held it in 6 quarters. The position peaked at $538K in Q4 2019. 18 funds tracked by Wall St. Rank hold FXNC as of Q1 2021.

United Capital Financial Advisors reported no remaining First National Corp position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 20,256 First National Corp shares in Q1 2021, an estimated $342K.
United Capital Financial Advisors first reported a position in First National Corp in Q3 2019 and held it in 6 quarters.
United Capital Financial Advisors's First National Corp position peaked at $538K in Q4 2019.
18 funds tracked by Wall St. Rank held First National Corp as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.