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Burns Matteson Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Burns Matteson 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
-272
Closed -$445K – 168
2024
Q1 		$445K Sell
272
-150
-36% -$226K 0.29% 75
2023
Q4 		$599K Sell
422
-17
-4% -$23.9K 0.42% 87
2023
Q3 		$606K Buy
+439
New +$603K 0.39% 61

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 25.65% 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 $3.38T AUM 44.17% 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

Burns Matteson Capital Management's FCNCA Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 272 shares — an estimated $445K sold.

Burns Matteson Capital Management first reported a position in FCNCA in Q3 2023 and held it in 3 quarters. The position peaked at $606K in Q3 2023. 574 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

  • Burns Matteson Capital Management reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 272 First Citizens BancShares shares in Q2 2024, an estimated $445K.
  • Burns Matteson Capital Management first reported a position in First Citizens BancShares in Q3 2023 and held it in 3 quarters.
  • Burns Matteson Capital Management's First Citizens BancShares position peaked at $606K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.