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Almanack Investment Partners’s First Citizens BancShares FCNCA Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-2
Closed -$2K – 500
2022
Q3 		$2K Buy
+2
New +$1.56K ﹤0.01% 723

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State Street
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ACM
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Almanack Investment Partners's FCNCA Position: Q4 2022 in Review

Almanack Investment Partners sold out of First Citizens BancShares (FCNCA) in Q4 2022, closing a stake of 2 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in FCNCA in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 395 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

  • Almanack Investment Partners reported no remaining First Citizens BancShares position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2 First Citizens BancShares shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in First Citizens BancShares in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's First Citizens BancShares position peaked at $2K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.