West Tower Group’s Fidelity D&D Bancorp FDBC Stock Holding History

West Tower Group’s Portfolio FDBC Stock Details FDBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37	Closed	-$1.68K	–	600
2023 Q3	$1.68K	Buy	+37	New	+$1.75K	﹤0.01%	579

Other funds holding FDBC

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

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Tower Group's FDBC Position: Q4 2023 in Review

West Tower Group sold out of Fidelity D&D Bancorp (FDBC) in Q4 2023, closing a stake of 37 shares — an estimated $1.68K sold.

West Tower Group first reported a position in FDBC in Q3 2023 and held it in 1 quarter. The position peaked at $1.68K in Q3 2023. 54 funds tracked by Wall St. Rank hold FDBC as of Q4 2023.

West Tower Group reported no remaining Fidelity D&D Bancorp position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 37 Fidelity D&D Bancorp shares in Q4 2023, an estimated $1.68K.
West Tower Group first reported a position in Fidelity D&D Bancorp in Q3 2023 and held it in 1 quarter.
West Tower Group's Fidelity D&D Bancorp position peaked at $1.68K in Q3 2023.
54 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.