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Aperio Group’s First Citizens BancShares FCNCA Stock Holding History

Aperio Group’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
2020
Q4 		$3.48M Sell
6,063
-652
-10% -$329K 0.01% 993
2020
Q3 		$2.14M Sell
6,715
-2,655
-28% -$1.02M 0.01% 1082
2020
Q2 		$3.79M Sell
9,370
-4,208
-31% -$1.54M 0.01% 830
2020
Q1 		$4.52M Sell
13,578
-7,393
-35% -$3.43M 0.02% 690
2019
Q4 		$11.2M Buy
20,971
+8,613
+70% +$4.36M 0.04% 467
2019
Q3 		$5.83M Buy
12,358
+3,757
+44% +$1.71M 0.02% 657
2019
Q2 		$3.87M Buy
8,601
+2,164
+34% +$947K 0.02% 807
2019
Q1 		$2.62M Buy
6,437
+4,532
+238% +$1.88M 0.01% 931
2018
Q4 		$718K Sell
1,905
-2
-0.1% -$840 ﹤0.01% 1481
2018
Q3 		$862K Buy
1,907
+221
+13% +$97.4K ﹤0.01% 1491
2018
Q2 		$680K Buy
1,686
+64
+4% +$27.6K ﹤0.01% 1600
2018
Q1 		$670K Sell
1,622
-47
-3% -$20.2K ﹤0.01% 1550
2017
Q4 		$673K Buy
1,669
+45
+3% +$18K ﹤0.01% 1553
2017
Q3 		$607K Buy
1,624
+111
+7% +$39.7K ﹤0.01% 1569
2017
Q2 		$564K Sell
1,513
-4
-0.3% -$1.38K ﹤0.01% 1586
2017
Q1 		$509K Sell
1,517
-154
-9% -$54.7K ﹤0.01% 1531
2016
Q4 		$593K Buy
1,671
+81
+5% +$26.5K ﹤0.01% 1416
2016
Q3 		$467K Buy
1,590
+284
+22% +$77.3K ﹤0.01% 1489
2016
Q2 		$338K Sell
1,306
-86
-6% -$21.6K ﹤0.01% 1605
2016
Q1 		$349K Sell
1,392
-240
-15% -$57.7K ﹤0.01% 1567
2015
Q4 		$421K Sell
1,632
-253
-13% -$62.9K ﹤0.01% 1430
2015
Q3 		$426K Buy
1,885
+9
+0.5% +$2.21K ﹤0.01% 1389
2015
Q2 		$493K Buy
1,876
+29
+2% +$7.21K 0.01% 1327
2015
Q1 		$480K Sell
1,847
-90
-5% -$22.2K 0.01% 1301
2014
Q4 		$490K Sell
1,937
-52
-3% -$12.6K 0.01% 1240
2014
Q3 		$431K Sell
1,989
-73
-4% -$16.5K 0.01% 1209
2014
Q2 		$505K Buy
2,062
+448
+28% +$105K 0.01% 1115
2014
Q1 		$389K Buy
+1,614
New +$363K 0.01% 1456
2013
Q4 		– Sell
-1,282
Closed -$277K – 1487
2013
Q3 		$264K Buy
1,282
+45
+4% +$9.26K 0.01% 1491
2013
Q2 		$238K Buy
+1,237
New +$237K 0.01% 1401

Other funds holding FCNCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Aperio Group's FCNCA Position: Q4 2020 in Review

Aperio Group reduced its First Citizens BancShares (FCNCA) stake by 9.7% in Q4 2020, selling an estimated $329K and leaving 6,063 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #993.

Aperio Group first reported a position in FCNCA in Q2 2013 and has held it in 30 quarters since. The position peaked at $11.2M in Q4 2019. 198 funds tracked by Wall St. Rank hold FCNCA as of Q4 2020.

  • Aperio Group held 6,063 shares of First Citizens BancShares worth $3.48M as of Q4 2020.
  • Aperio Group sold 652 First Citizens BancShares shares in Q4 2020, an estimated $329K.
  • First Citizens BancShares made up 0.01% of Aperio Group's portfolio in Q4 2020, its #993 holding.
  • Aperio Group first reported a position in First Citizens BancShares in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's First Citizens BancShares position peaked at $11.2M in Q4 2019.
  • 198 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.