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Alterna Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Alterna Wealth Management’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
Q2 		– Sell
-270
Closed -$263K – 114
2023
Q1 		$263K Buy
+270
New +$201K 0.33% 59

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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alterna Wealth Management's FCNCA Position: Q2 2023 in Review

Alterna Wealth Management sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 270 shares — an estimated $263K sold.

Alterna Wealth Management first reported a position in FCNCA in Q1 2023 and held it in 1 quarter. The position peaked at $263K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

  • Alterna Wealth Management reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 270 First Citizens BancShares shares in Q2 2023, an estimated $263K.
  • Alterna Wealth Management first reported a position in First Citizens BancShares in Q1 2023 and held it in 1 quarter.
  • Alterna Wealth Management's First Citizens BancShares position peaked at $263K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.