Baker Avenue Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Baker Avenue Asset 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	-3	Closed	-$4.14K	–	736
2023 Q3	$4.14K	Hold	3	–	–	﹤0.01%	984
2023 Q2	$3.85K	Hold	3	–	–	﹤0.01%	892
2023 Q1	$2.92K	Hold	3	–	–	﹤0.01%	925
2022 Q4	$2.27K	Buy	+3	New	+$2.42K	﹤0.01%	914

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Avenue Asset Management's FCNCA Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 3 shares — an estimated $4.14K sold.

Baker Avenue Asset Management first reported a position in FCNCA in Q4 2022 and held it in 4 quarters. The position peaked at $4.14K in Q3 2023. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

Baker Avenue Asset Management reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 3 First Citizens BancShares shares in Q4 2023, an estimated $4.14K.
Baker Avenue Asset Management first reported a position in First Citizens BancShares in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's First Citizens BancShares position peaked at $4.14K in Q3 2023.
544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.