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

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 $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capital Analysts LLC's FCNCA Position: Q1 2020 in Review

Capital Analysts LLC sold out of First Citizens BancShares (FCNCA) in Q1 2020, closing a stake of 653 shares — an estimated $348K sold.

Capital Analysts LLC first reported a position in FCNCA in Q1 2017 and held it in 12 quarters. The position peaked at $348K in Q4 2019. 164 funds tracked by Wall St. Rank hold FCNCA as of Q1 2020.

Capital Analysts LLC reported no remaining First Citizens BancShares position as of Q1 2020 after selling out during the quarter.
Capital Analysts LLC sold 653 First Citizens BancShares shares in Q1 2020, an estimated $348K.
Capital Analysts LLC first reported a position in First Citizens BancShares in Q1 2017 and held it in 12 quarters.
Capital Analysts LLC's First Citizens BancShares position peaked at $348K in Q4 2019.
164 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2020.

Based on Capital Analysts LLC's 13F filing for Q1 2020, filed 8 May 2020.