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Avantax Planning Partners’s First Citizens BancShares FCNCA Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-15
Closed -$7K – 578
2018
Q3 		$7K Buy
+15
New +$6.61K ﹤0.01% 972
2018
Q2 		– Sell
-15
Closed -$6K – 628
2018
Q1 		$6K Buy
+15
New +$6.46K ﹤0.01% 1255

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's FCNCA Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Citizens BancShares (FCNCA) in Q4 2018, closing a stake of 15 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in FCNCA in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 183 funds tracked by Wall St. Rank hold FCNCA as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Citizens BancShares position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 15 First Citizens BancShares shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in First Citizens BancShares in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Citizens BancShares position peaked at $7K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.