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

BerganKDV 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
2023
Q1 		– Sell
-15
Closed -$11.4K – 1075
2022
Q4 		$11.4K Hold
15
– – ﹤0.01% 560
2022
Q3 		$12K Hold
15
– – ﹤0.01% 551
2022
Q2 		$10K Buy
+15
New +$9.78K ﹤0.01% 593

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's FCNCA Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 15 shares — an estimated $11.4K sold.

BerganKDV Wealth Management first reported a position in FCNCA in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q3 2022. 409 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 15 First Citizens BancShares shares in Q1 2023, an estimated $11.4K.
  • BerganKDV Wealth Management first reported a position in First Citizens BancShares in Q2 2022 and held it in 3 quarters.
  • BerganKDV Wealth Management's First Citizens BancShares position peaked at $12K in Q3 2022.
  • 409 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.