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

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,459	Closed	-$17K	–	971
2019 Q1	$17K	Hold	1,459	–	–	﹤0.01%	1337
2018 Q4	$13K	Hold	1,459	–	–	﹤0.01%	1368
2018 Q3	$13K	Hold	1,459	–	–	﹤0.01%	1435
2018 Q2	$11K	Hold	1,459	–	–	﹤0.01%	1499
2018 Q1	$9K	Hold	1,459	–	–	﹤0.01%	1608
2017 Q4	$7K	Buy	1,459 +618	+73%	+$3.08K	﹤0.01%	1718
2017 Q3	$4K	Buy	841 +17	+2%	+$97	﹤0.01%	1843
2017 Q2	$5K	Hold	824	–	–	﹤0.01%	1756
2017 Q1	$5K	Hold	824	–	–	﹤0.01%	1514
2016 Q4	$5K	Hold	824	–	–	﹤0.01%	1377
2016 Q3	$4K	Hold	824	–	–	﹤0.01%	1426
2016 Q2	$3K	Hold	824	–	–	﹤0.01%	1430
2016 Q1	$2K	Buy	+824	New	+$2.19K	﹤0.01%	1525

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of First Bancorp (FBP) in Q2 2019, closing a stake of 1,459 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in FBP in Q1 2016 and held it in 13 quarters. The position peaked at $17K in Q1 2019. 220 funds tracked by Wall St. Rank hold FBP 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 1,459 First Bancorp shares in Q2 2019, an estimated $17K.
Wealthspire Advisors (Maryland) first reported a position in First Bancorp in Q1 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s First Bancorp position peaked at $17K in Q1 2019.
220 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.