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DC Investments Management’s First Citizens BancShares FCNCA Stock Holding History

DC Investments Management’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
-506
Closed -$205K – 148
2020
Q2 		$205K Sell
506
-510
-50% -$187K 0.08% 293
2020
Q1 		$338K Buy
1,016
+84
+9% +$38.9K 0.27% 146
2019
Q4 		$496K Hold
932
– – 0.38% 119
2019
Q3 		$439K Buy
932
+234
+34% +$106K 0.25% 176
2019
Q2 		$314K Buy
+698
New +$305K 0.18% 230

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 $3.38T AUM 44.17% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

DC Investments Management's FCNCA Position: Q3 2020 in Review

DC Investments Management sold out of First Citizens BancShares (FCNCA) in Q3 2020, closing a stake of 506 shares — an estimated $205K sold.

DC Investments Management first reported a position in FCNCA in Q2 2019 and held it in 5 quarters. The position peaked at $496K in Q4 2019. 176 funds tracked by Wall St. Rank hold FCNCA as of Q3 2020.

  • DC Investments Management reported no remaining First Citizens BancShares position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 506 First Citizens BancShares shares in Q3 2020, an estimated $205K.
  • DC Investments Management first reported a position in First Citizens BancShares in Q2 2019 and held it in 5 quarters.
  • DC Investments Management's First Citizens BancShares position peaked at $496K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.