Algert Global’s First Citizens BancShares FCNCA Stock Holding History

Algert Global’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
2024 Q1	–	Sell	-141	Closed	-$200K	–	1132
2023 Q4	$200K	Buy	+141	New	+$198K	0.01%	1028

Other funds holding FCNCA

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Algert Global's FCNCA Position: Q1 2024 in Review

Algert Global sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 141 shares — an estimated $200K sold.

Algert Global first reported a position in FCNCA in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

Algert Global reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
Algert Global sold 141 First Citizens BancShares shares in Q1 2024, an estimated $200K.
Algert Global first reported a position in First Citizens BancShares in Q4 2023 and held it in 1 quarter.
Algert Global's First Citizens BancShares position peaked at $200K in Q4 2023.
557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Algert Global's 13F filing for Q1 2024, filed 15 May 2024.