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CSat Investment Advisory’s First Citizens BancShares FCNCA Stock Holding History

CSat Investment Advisory’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
Q3 		– Sell
-1,412
Closed -$572K – 1097
2020
Q2 		$572K Sell
1,412
-81
-5% -$29.7K 0.07% 158
2020
Q1 		$497K Buy
1,493
+397
+36% +$184K 0.11% 139
2019
Q4 		$583K Sell
1,096
-12
-1% -$6.07K 0.15% 122
2019
Q3 		$522K Buy
1,108
+407
+58% +$185K 0.16% 114
2019
Q2 		$316K Buy
+701
New +$307K 0.11% 136

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CSat Investment Advisory's FCNCA Position: Q3 2020 in Review

CSat Investment Advisory sold out of First Citizens BancShares (FCNCA) in Q3 2020, closing a stake of 1,412 shares — an estimated $572K sold.

CSat Investment Advisory first reported a position in FCNCA in Q2 2019 and held it in 5 quarters. The position peaked at $583K in Q4 2019. 176 funds tracked by Wall St. Rank hold FCNCA as of Q3 2020.

  • CSat Investment Advisory reported no remaining First Citizens BancShares position as of Q3 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,412 First Citizens BancShares shares in Q3 2020, an estimated $572K.
  • CSat Investment Advisory first reported a position in First Citizens BancShares in Q2 2019 and held it in 5 quarters.
  • CSat Investment Advisory's First Citizens BancShares position peaked at $583K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.