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

Avior 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
2025
Q1 		– Sell
-57
Closed -$120K – 1270
2024
Q4 		$120K Sell
57
-2
-3% -$4.19K ﹤0.01% 843
2024
Q3 		$109K Buy
59
+2
+4% +$3.82K ﹤0.01% 864
2024
Q2 		$96K Sell
57
-11
-16% -$18.4K ﹤0.01% 873
2024
Q1 		$111K Buy
+68
New +$102K 0.01% 921
2023
Q3 		– Sell
-201
Closed -$258K – 1620
2023
Q2 		$258K Sell
201
-24
-11% -$27.8K 0.02% 473
2023
Q1 		$219K Buy
+225
New +$167K 0.02% 514

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avior Wealth Management's FCNCA Position: Q1 2025 in Review

Avior Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 57 shares — an estimated $120K sold.

Avior Wealth Management first reported a position in FCNCA in Q1 2023 and held it in 6 quarters. The position peaked at $258K in Q2 2023. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

  • Avior Wealth Management reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 57 First Citizens BancShares shares in Q1 2025, an estimated $120K.
  • Avior Wealth Management first reported a position in First Citizens BancShares in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's First Citizens BancShares position peaked at $258K in Q2 2023.
  • 612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.