Wipfli Financial Advisors’s First Bancorp FBP Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$15K	Buy	+1,109	New	+$16.1K	﹤0.01%	1685

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

FCM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wipfli Financial Advisors's FBP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Bancorp (FBP) in Q3 2022: 1,109 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings.

247 funds tracked by Wall St. Rank hold FBP as of Q3 2022.

Wipfli Financial Advisors held 1,109 shares of First Bancorp worth $15K as of Q3 2022.
First Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
First Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1685 holding.
247 funds tracked by Wall St. Rank held First Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.