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Wagner Wealth Management (South Carolina)’s First Bancorp FBNC Stock Holding History

Wagner Wealth Management (South Carolina)’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
-6,472
Closed -$240K – 255
2023
Q4 		$240K Buy
+6,472
New +$203K 0.08% 113

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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 $3.38T AUM 44.17% 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

Wagner Wealth Management (South Carolina)'s FBNC Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of First Bancorp (FBNC) in Q1 2024, closing a stake of 6,472 shares — an estimated $240K sold.

Wagner Wealth Management (South Carolina) first reported a position in FBNC in Q4 2023 and held it in 1 quarter. The position peaked at $240K in Q4 2023. 178 funds tracked by Wall St. Rank hold FBNC as of Q1 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining First Bancorp position as of Q1 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 6,472 First Bancorp shares in Q1 2024, an estimated $240K.
  • Wagner Wealth Management (South Carolina) first reported a position in First Bancorp in Q4 2023 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s First Bancorp position peaked at $240K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held First Bancorp as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.