Wealthspire Advisors (Maryland)’s FVCBankcorp FVCB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FVCB Stock Details FVCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$109K	Buy	+13,641	New	+$113K	﹤0.01%	466
2020 Q2	–	Sell	-13,641	Closed	-$145K	–	455
2020 Q1	$145K	Hold	13,641	–	–	0.01%	406
2019 Q4	$191K	Hold	13,641	–	–	0.01%	477
2019 Q3	$192K	Hold	13,641	–	–	0.01%	444
2019 Q2	$212K	Buy	13,641 +6,410	+89%	+$89.3K	0.02%	425
2019 Q1	$98K	Hold	7,231	–	–	0.01%	647
2018 Q4	$102K	Hold	7,231	–	–	0.01%	596
2018 Q3	$115K	Buy	+7,231	New	+$116K	0.01%	629

Other funds holding FVCB

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FVCB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in FVCBankcorp (FVCB) in Q3 2020: 13,641 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in FVCB as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in FVCB in Q3 2018 and has held it in 8 quarters since. The position peaked at $212K in Q2 2019. 40 funds tracked by Wall St. Rank hold FVCB as of Q3 2020.

Wealthspire Advisors (Maryland) held 13,641 shares of FVCBankcorp worth $109K as of Q3 2020.
FVCBankcorp was a new Wealthspire Advisors (Maryland) position in Q3 2020.
FVCBankcorp made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #466 holding.
Wealthspire Advisors (Maryland) first reported a position in FVCBankcorp in Q3 2018 and has held it in 8 quarters since.
Wealthspire Advisors (Maryland)'s FVCBankcorp position peaked at $212K in Q2 2019.
40 funds tracked by Wall St. Rank held FVCBankcorp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.