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Buckingham Strategic Wealth’s First Citizens BancShares FCNCA Stock Holding History

Buckingham Strategic Wealth’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 		$239K Buy
142
+7
+5% +$11.7K ﹤0.01% 658
2024
Q1 		$221K Buy
+135
New +$203K ﹤0.01% 682

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's FCNCA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its First Citizens BancShares (FCNCA) stake by 5.2% in Q2 2024, buying an estimated $11.7K and bringing the position to 142 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Buckingham Strategic Wealth first reported a position in FCNCA in Q1 2024 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

  • Buckingham Strategic Wealth held 142 shares of First Citizens BancShares worth $239K as of Q2 2024.
  • Buckingham Strategic Wealth bought 7 First Citizens BancShares shares in Q2 2024, an estimated $11.7K.
  • First Citizens BancShares made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #658 holding.
  • Buckingham Strategic Wealth first reported a position in First Citizens BancShares in Q1 2024 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.