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Advisor Partners II’s First Citizens BancShares FCNCA Stock Holding History

Advisor Partners II’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
Q3 		$302K Buy
219
+39
+22% +$53.6K 0.01% 953
2023
Q2 		$231K Buy
+180
New +$208K 0.01% 932

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Advisor Partners II's FCNCA Position: Q3 2023 in Review

Advisor Partners II increased its First Citizens BancShares (FCNCA) stake by 22% in Q3 2023, buying an estimated $53.6K and bringing the position to 219 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #953.

Advisor Partners II first reported a position in FCNCA in Q2 2023 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

  • Advisor Partners II held 219 shares of First Citizens BancShares worth $302K as of Q3 2023.
  • Advisor Partners II bought 39 First Citizens BancShares shares in Q3 2023, an estimated $53.6K.
  • First Citizens BancShares made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #953 holding.
  • Advisor Partners II first reported a position in First Citizens BancShares in Q2 2023 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.