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Achmea Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Achmea Investment Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-319
Closed -$440K – 485
2023
Q3 		$440K Sell
319
-22
-6% -$30.2K 0.01% 450
2023
Q2 		$437K Buy
341
+319
+1,450% +$369K 0.01% 503
2023
Q1 		$22K Hold
22
– – ﹤0.01% 594
2022
Q4 		$16K Hold
22
– – ﹤0.01% 622
2022
Q3 		$18K Buy
+22
New +$17.2K ﹤0.01% 613

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Achmea Investment Management's FCNCA Position: Q4 2023 in Review

Achmea Investment Management sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 319 shares — an estimated $440K sold.

Achmea Investment Management first reported a position in FCNCA in Q3 2022 and held it in 5 quarters. The position peaked at $440K in Q3 2023. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • Achmea Investment Management reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
  • Achmea Investment Management sold 319 First Citizens BancShares shares in Q4 2023, an estimated $440K.
  • Achmea Investment Management first reported a position in First Citizens BancShares in Q3 2022 and held it in 5 quarters.
  • Achmea Investment Management's First Citizens BancShares position peaked at $440K in Q3 2023.
  • 544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Achmea Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.