BDO Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

BDO Wealth Advisors’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 Q2	$25.7K	Buy	20 +19	+1,900%	+$22K	﹤0.01%	538
2023 Q1	$974	Hold	1	–	–	﹤0.01%	963
2022 Q4	$758	Hold	1	–	–	﹤0.01%	919
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	973
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	969
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	986
2021 Q4	$1K	Buy	+1	New	+$834	﹤0.01%	1010

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

ECU

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BDO Wealth Advisors's FCNCA Position: Q2 2023 in Review

BDO Wealth Advisors increased its First Citizens BancShares (FCNCA) stake by 1,900% in Q2 2023, buying an estimated $22K and bringing the position to 20 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

BDO Wealth Advisors first reported a position in FCNCA in Q4 2021 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

BDO Wealth Advisors held 20 shares of First Citizens BancShares worth $25.7K as of Q2 2023.
BDO Wealth Advisors bought 19 First Citizens BancShares shares in Q2 2023, an estimated $22K.
First Citizens BancShares made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #538 holding.
BDO Wealth Advisors first reported a position in First Citizens BancShares in Q4 2021 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.