C.M. Bidwell & Associates’s First Citizens BancShares FCNCA Stock Holding History

C.M. Bidwell & Associates’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 Q1	–	Sell	-169	Closed	-$240K	–	500
2023 Q4	$240K	Buy	+169	New	+$237K	0.18%	101
2023 Q1	–	Sell	-81	Closed	-$61.4K	–	529
2022 Q4	$61.4K	Buy	+81	New	+$65.2K	0.05%	280

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

C.M. Bidwell & Associates's FCNCA Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 169 shares — an estimated $240K sold.

C.M. Bidwell & Associates first reported a position in FCNCA in Q4 2022 and held it in 2 quarters. The position peaked at $240K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

C.M. Bidwell & Associates reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 169 First Citizens BancShares shares in Q1 2024, an estimated $240K.
C.M. Bidwell & Associates first reported a position in First Citizens BancShares in Q4 2022 and held it in 2 quarters.
C.M. Bidwell & Associates's First Citizens BancShares position peaked at $240K in Q4 2023.
557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.