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Delap Wealth Advisory’s First Citizens BancShares FCNCA Stock Holding History

Delap Wealth 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
2024
Q2 		– Sell
-140
Closed -$229K – 183
2024
Q1 		$229K Buy
+140
New +$211K 0.09% 216

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's FCNCA Position: Q2 2024 in Review

Delap Wealth Advisory sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 140 shares — an estimated $229K sold.

Delap Wealth Advisory first reported a position in FCNCA in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

  • Delap Wealth Advisory reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 140 First Citizens BancShares shares in Q2 2024, an estimated $229K.
  • Delap Wealth Advisory first reported a position in First Citizens BancShares in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's First Citizens BancShares position peaked at $229K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.