YorkBridge Wealth Partners’s First Bancorp FBNC Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-276	Closed	-$10K	–	336
2019 Q2	$10K	Sell	276 -106	-28%	-$3.88K	﹤0.01%	553
2019 Q1	$13K	Sell	382 -59	-13%	-$2.16K	0.01%	526
2018 Q4	$14K	Sell	441 -267	-38%	-$9.97K	0.01%	530
2018 Q3	$28K	Buy	708 +2	+0.3%	+$83	0.01%	438
2018 Q2	$29K	Buy	706 +25	+4%	+$990	0.01%	442
2018 Q1	$25K	Buy	681 +98	+17%	+$3.53K	0.01%	470
2017 Q4	$21K	Buy	+583	New	+$21.1K	0.01%	501

Other funds holding FBNC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

YorkBridge Wealth Partners's FBNC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of First Bancorp (FBNC) in Q3 2019, closing a stake of 276 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in FBNC in Q4 2017 and held it in 7 quarters. The position peaked at $29K in Q2 2018. 162 funds tracked by Wall St. Rank hold FBNC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining First Bancorp position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 276 First Bancorp shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in First Bancorp in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's First Bancorp position peaked at $29K in Q2 2018.
162 funds tracked by Wall St. Rank held First Bancorp as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.