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

Atticus 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
Q4 		– Sell
-2
Closed -$2.76K – 578
2023
Q3 		$2.76K Hold
2
– – ﹤0.01% 482
2023
Q2 		$2.57K Buy
+2
New +$2.31K ﹤0.01% 479

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atticus Wealth Management's FCNCA Position: Q4 2023 in Review

Atticus Wealth Management sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 2 shares — an estimated $2.76K sold.

Atticus Wealth Management first reported a position in FCNCA in Q2 2023 and held it in 2 quarters. The position peaked at $2.76K in Q3 2023. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • Atticus Wealth Management reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 2 First Citizens BancShares shares in Q4 2023, an estimated $2.76K.
  • Atticus Wealth Management first reported a position in First Citizens BancShares in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's First Citizens BancShares position peaked at $2.76K in Q3 2023.
  • 544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.