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Bragg Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bragg Financial 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
2022
Q1 		– Sell
-268
Closed -$226K – 317
2021
Q4 		$226K Hold
268
– – 0.01% 287
2021
Q3 		$226K Sell
268
-60
-18% -$49.9K 0.01% 287
2021
Q2 		$273K Sell
328
-20
-6% -$17.1K 0.02% 278
2021
Q1 		$291K Buy
+348
New +$252K 0.02% 263

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bragg Financial Advisors's FCNCA Position: Q1 2022 in Review

Bragg Financial Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2022, closing a stake of 268 shares — an estimated $226K sold.

Bragg Financial Advisors first reported a position in FCNCA in Q1 2021 and held it in 4 quarters. The position peaked at $291K in Q1 2021. 353 funds tracked by Wall St. Rank hold FCNCA as of Q1 2022.

  • Bragg Financial Advisors reported no remaining First Citizens BancShares position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 268 First Citizens BancShares shares in Q1 2022, an estimated $226K.
  • Bragg Financial Advisors first reported a position in First Citizens BancShares in Q1 2021 and held it in 4 quarters.
  • Bragg Financial Advisors's First Citizens BancShares position peaked at $291K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.