Acorn Financial Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Acorn Financial Advisory Services’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
2021 Q3	–	Sell	-1,251	Closed	-$1.04M	–	223
2021 Q2	$1.04M	Hold	1,251	–	–	0.31%	89
2021 Q1	$1.05M	Hold	1,251	–	–	0.38%	74
2020 Q4	$718K	Hold	1,251	–	–	0.28%	97
2020 Q3	$399K	Hold	1,251	–	–	0.21%	125
2020 Q2	$507K	Buy	+1,251	New	+$458K	0.35%	102

Other funds holding FCNCA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorn Financial Advisory Services's FCNCA Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of First Citizens BancShares (FCNCA) in Q3 2021, closing a stake of 1,251 shares — an estimated $1.04M sold.

Acorn Financial Advisory Services first reported a position in FCNCA in Q2 2020 and held it in 5 quarters. The position peaked at $1.05M in Q1 2021. 215 funds tracked by Wall St. Rank hold FCNCA as of Q3 2021.

Acorn Financial Advisory Services reported no remaining First Citizens BancShares position as of Q3 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,251 First Citizens BancShares shares in Q3 2021, an estimated $1.04M.
Acorn Financial Advisory Services first reported a position in First Citizens BancShares in Q2 2020 and held it in 5 quarters.
Acorn Financial Advisory Services's First Citizens BancShares position peaked at $1.05M in Q1 2021.
215 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.