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Berman Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Berman Capital 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
2021
Q3 		$5K Hold
6
– – ﹤0.01% 1421
2021
Q2 		$5K Hold
6
– – ﹤0.01% 1341
2021
Q1 		$5K Hold
6
– – ﹤0.01% 1262
2020
Q4 		$3K Hold
6
– – ﹤0.01% 1289
2020
Q3 		$1K Sell
6
-3
-33% -$1.16K ﹤0.01% 1445
2020
Q2 		$3K Buy
+9
New +$3.3K ﹤0.01% 1124

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's FCNCA Position: Q3 2021 in Review

Berman Capital Advisors held its First Citizens BancShares (FCNCA) position steady in Q3 2021 at 6 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Berman Capital Advisors first reported a position in FCNCA in Q2 2020 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold FCNCA as of Q3 2021.

  • Berman Capital Advisors held 6 shares of First Citizens BancShares worth $5K as of Q3 2021.
  • Berman Capital Advisors left its First Citizens BancShares share count unchanged in Q3 2021.
  • First Citizens BancShares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1421 holding.
  • Berman Capital Advisors first reported a position in First Citizens BancShares in Q2 2020 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.