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CAL
Capital Analysts LLC’s
First Citizens BancShares
FCNCA
Stock Holding History
Capital Analysts LLC’s Portfolio
FCNCA Stock Details
FCNCA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-653
Closed
-$348K
–
701
2019
Q4
$348K
Buy
653
+6
+0.9%
+$3.04K
0.03%
204
2019
Q3
$305K
Buy
647
+20
+3%
+$9.1K
0.03%
197
2019
Q2
$282K
Sell
627
-5
-0.8%
-$2.19K
0.03%
200
2019
Q1
$257K
Buy
632
+35
+6%
+$14.5K
0.03%
201
2018
Q4
$225K
Buy
597
+35
+6%
+$14.7K
0.03%
193
2018
Q3
$254K
Buy
562
+7
+1%
+$3.09K
0.03%
182
2018
Q2
$224K
Sell
555
-60
-10%
-$25.8K
0.03%
190
2018
Q1
$254K
Buy
615
+5
+0.8%
+$2.15K
0.03%
175
2017
Q4
$246K
Buy
610
+25
+4%
+$10K
0.03%
181
2017
Q3
$219K
Hold
585
–
–
0.03%
186
2017
Q2
$218K
Hold
585
–
–
0.03%
188
2017
Q1
$196K
Buy
+585
New
+$208K
0.03%
177
Other funds holding FCNCA
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Canada Life
Winnipeg, Manitoba, Canada
$55.8B AUM
26.04%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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