Baird Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Baird Financial 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
2024 Q2	–	Sell	-209	Closed	-$342K	–	1778
2024 Q1	$342K	Hold	209	–	–	﹤0.01%	1511
2023 Q4	$297K	Sell	209 -1	-0.5%	-$1.4K	﹤0.01%	1520
2023 Q3	$290K	Sell	210 -37	-15%	-$50.9K	﹤0.01%	1513
2023 Q2	$317K	Buy	+247	New	+$286K	﹤0.01%	1486
2022 Q4	–	Sell	-401	Closed	-$320K	–	1711
2022 Q3	$320K	Sell	401 -400	-50%	-$313K	﹤0.01%	1440
2022 Q2	$524K	Hold	801	–	–	﹤0.01%	1329
2022 Q1	$533K	Buy	801 +1	+0.1%	+$779	﹤0.01%	1375
2021 Q4	$664K	Hold	800	–	–	﹤0.01%	1358
2021 Q3	$675K	Hold	800	–	–	﹤0.01%	1359
2021 Q2	$666K	Hold	800	–	–	﹤0.01%	1323
2021 Q1	$669K	Hold	800	–	–	﹤0.01%	1275
2020 Q4	$459K	Hold	800	–	–	﹤0.01%	1251
2020 Q3	$255K	Hold	800	–	–	﹤0.01%	1343
2020 Q2	$324K	Hold	800	–	–	﹤0.01%	1275
2020 Q1	$266K	Hold	800	–	–	﹤0.01%	1239
2019 Q4	$426K	Hold	800	–	–	﹤0.01%	1217
2019 Q3	$377K	Buy	+800	New	+$364K	﹤0.01%	1255

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's FCNCA Position: Q2 2024 in Review

Baird Financial Group sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 209 shares — an estimated $342K sold.

Baird Financial Group first reported a position in FCNCA in Q3 2019 and held it in 17 quarters. The position peaked at $675K in Q3 2021. 574 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

Baird Financial Group reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
Baird Financial Group sold 209 First Citizens BancShares shares in Q2 2024, an estimated $342K.
Baird Financial Group first reported a position in First Citizens BancShares in Q3 2019 and held it in 17 quarters.
Baird Financial Group's First Citizens BancShares position peaked at $675K in Q3 2021.
574 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.