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Castle Financial & Retirement Planning Associates’s First Commonwealth Financial FCF Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio FCF Stock Details FCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$17K Buy
+1,000
New +$15.2K 0.06% 68

Other funds holding FCF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's FCF Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in First Commonwealth Financial (FCF) in Q4 2021: 1,000 shares worth $17K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings.

193 funds tracked by Wall St. Rank hold FCF as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1,000 shares of First Commonwealth Financial worth $17K as of Q4 2021.
  • First Commonwealth Financial was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • First Commonwealth Financial made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #68 holding.
  • 193 funds tracked by Wall St. Rank held First Commonwealth Financial as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.