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American Trust’s First Citizens BancShares FCNCA Stock Holding History

American Trust’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
Q3 		– Sell
-279
Closed -$470K – 272
2024
Q2 		$470K Buy
279
+133
+91% +$222K 0.04% 131
2024
Q1 		$239K Sell
146
-11
-7% -$16.5K 0.02% 233
2023
Q4 		$223K Sell
157
-34
-18% -$47.7K 0.02% 255
2023
Q3 		$264K Sell
191
-50
-21% -$68.7K 0.02% 227
2023
Q2 		$309K Sell
241
-112
-32% -$130K 0.02% 300
2023
Q1 		$344K Sell
353
-67
-16% -$49.8K 0.02% 279
2022
Q4 		$319K Sell
420
-50
-11% -$40.3K 0.03% 295
2022
Q3 		$375K Sell
470
-40
-8% -$31.3K 0.03% 256
2022
Q2 		$333K Buy
510
+16
+3% +$10.4K 0.03% 289
2022
Q1 		$329K Buy
494
+188
+61% +$146K 0.02% 327
2021
Q4 		$254K Buy
+306
New +$255K 0.02% 277

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

American Trust's FCNCA Position: Q3 2024 in Review

American Trust sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 279 shares — an estimated $470K sold.

American Trust first reported a position in FCNCA in Q4 2021 and held it in 11 quarters. The position peaked at $470K in Q2 2024. 587 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

  • American Trust reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
  • American Trust sold 279 First Citizens BancShares shares in Q3 2024, an estimated $470K.
  • American Trust first reported a position in First Citizens BancShares in Q4 2021 and held it in 11 quarters.
  • American Trust's First Citizens BancShares position peaked at $470K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on American Trust's 13F filing for Q3 2024, filed 29 Nov 2024.