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Baldwin Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-17
Closed -$31.3K – 509
2024
Q3 		$31.3K Buy
+17
New +$32.4K ﹤0.01% 630

Other funds holding FCNCA

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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 $3.38T AUM 44.17% 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

Baldwin Wealth Partners's FCNCA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 17 shares — an estimated $31.3K sold.

Baldwin Wealth Partners first reported a position in FCNCA in Q3 2024 and held it in 1 quarter. The position peaked at $31.3K in Q3 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17 First Citizens BancShares shares in Q4 2024, an estimated $31.3K.
  • Baldwin Wealth Partners first reported a position in First Citizens BancShares in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's First Citizens BancShares position peaked at $31.3K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.