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Avantra Family Wealth’s First Citizens BancShares FCNCA Stock Holding History

Avantra Family Wealth’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
127
-480
-79% -$939K 0.21% 119
2025
Q1 		$1.13M Buy
607
+10
+2% +$18.5K 1.08% 20
2024
Q4 		$1.26M Buy
+597
New +$1.26M 1.18% 14