Advisor Group’s First Citizens BancShares FCNCA Stock Holding History

Advisor Group’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
2019 Q4	$321K	Sell	602 -1,178	-66%	-$596K	﹤0.01%	1996
2019 Q3	$839K	Buy	1,780 +1,212	+213%	+$551K	0.01%	1254
2019 Q2	$257K	Sell	568 -5	-0.9%	-$2.19K	﹤0.01%	2107
2019 Q1	$233K	Buy	573 +556	+3,271%	+$231K	﹤0.01%	2154
2018 Q4	$7K	Sell	17 -10	-37%	-$4.2K	﹤0.01%	4365
2018 Q3	$13K	Buy	27 +14	+108%	+$6.17K	﹤0.01%	4122
2018 Q2	$5K	Hold	13	–	–	﹤0.01%	4376
2018 Q1	$5K	Sell	13 -1	-7%	-$431	﹤0.01%	4398
2017 Q4	$6K	Buy	14 +1	+8%	+$401	﹤0.01%	4335
2017 Q3	$5K	Buy	13 +2	+18%	+$716	﹤0.01%	4265
2017 Q2	$4K	Buy	11 +10	+1,000%	+$3.46K	﹤0.01%	4314
2017 Q1	$0	Buy	+1	New	+$355	﹤0.01%	4716
2016 Q3	–	Sell	-19	Closed	-$4K	–	4515
2016 Q2	$4K	Buy	+19	New	+$4.78K	﹤0.01%	3864

Other funds holding FCNCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Advisor Group's FCNCA Position: Q4 2019 in Review

Advisor Group reduced its First Citizens BancShares (FCNCA) stake by 66% in Q4 2019, selling an estimated $596K and leaving 602 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Advisor Group first reported a position in FCNCA in Q2 2016 and has held it in 13 quarters since. The position peaked at $839K in Q3 2019. 186 funds tracked by Wall St. Rank hold FCNCA as of Q4 2019.

Advisor Group held 602 shares of First Citizens BancShares worth $321K as of Q4 2019.
Advisor Group sold 1,178 First Citizens BancShares shares in Q4 2019, an estimated $596K.
First Citizens BancShares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1996 holding.
Advisor Group first reported a position in First Citizens BancShares in Q2 2016 and has held it in 13 quarters since.
Advisor Group's First Citizens BancShares position peaked at $839K in Q3 2019.
186 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.