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BHZ Capital Management’s First Citizens BancShares FCNCA Stock Holding History

BHZ Capital 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
2024
Q2 		– Sell
-3,778
Closed -$6.18M – 13
2024
Q1 		$6.18M Sell
3,778
-612
-14% -$920K 7.02% 2
2023
Q4 		$6.23M Buy
4,390
+1,353
+45% +$1.9M 3.29% 6
2023
Q3 		$4.19M Buy
3,037
+1,720
+131% +$2.36M 3.47% 5
2023
Q2 		$1.69M Buy
+1,317
New +$1.52M 1.19% 33

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

BHZ Capital Management's FCNCA Position: Q2 2024 in Review

BHZ Capital Management sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 3,778 shares — an estimated $6.18M sold.

BHZ Capital Management first reported a position in FCNCA in Q2 2023 and held it in 4 quarters. The position peaked at $6.23M in Q4 2023. 574 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

  • BHZ Capital Management reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
  • BHZ Capital Management sold 3,778 First Citizens BancShares shares in Q2 2024, an estimated $6.18M.
  • BHZ Capital Management first reported a position in First Citizens BancShares in Q2 2023 and held it in 4 quarters.
  • BHZ Capital Management's First Citizens BancShares position peaked at $6.23M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.