Claris Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
-1
Closed -$1.84K – 431
2024
Q3
$1.84K Buy
+1
New +$1.91K ﹤0.01% 339

Other funds holding FCNCA

Claris Advisors's FCNCA Position: Q4 2024 in Review

Claris Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 1 share — an estimated $1.84K sold.

Claris Advisors first reported a position in FCNCA in Q3 2024 and held it in 1 quarter. The position peaked at $1.84K in Q3 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

  • Claris Advisors reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 1 First Citizens BancShares share in Q4 2024, an estimated $1.84K.
  • Claris Advisors first reported a position in First Citizens BancShares in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's First Citizens BancShares position peaked at $1.84K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.