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Wealthspire Advisors (Maryland)’s First Bancorp FBNC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-280
Closed -$10K – 970
2019
Q1 		$10K Buy
280
+54
+24% +$1.98K ﹤0.01% 1527
2018
Q4 		$7K Buy
+226
New +$8.44K ﹤0.01% 1596

Other funds holding FBNC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FBNC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Bancorp (FBNC) in Q2 2019, closing a stake of 280 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in FBNC in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 165 funds tracked by Wall St. Rank hold FBNC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 280 First Bancorp shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in First Bancorp in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s First Bancorp position peaked at $10K in Q1 2019.
  • 165 funds tracked by Wall St. Rank held First Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.