Disciplined Investments’s First Citizens BancShares FCNCA Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-2	Closed	-$2.57K	–	594
2023 Q2	$2.57K	Hold	2	–	–	﹤0.01%	563
2023 Q1	$1.95K	Hold	2	–	–	﹤0.01%	673
2022 Q4	$1.52K	Sell	2 -2	-50%	-$1.61K	﹤0.01%	726
2022 Q3	$3K	Buy	4 +1	+33%	+$781	﹤0.01%	513
2022 Q2	$2K	Buy	3 +1	+50%	+$652	﹤0.01%	653
2022 Q1	$1K	Buy	+2	New	+$1.56K	﹤0.01%	965

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Disciplined Investments's FCNCA Position: Q3 2023 in Review

Disciplined Investments sold out of First Citizens BancShares (FCNCA) in Q3 2023, closing a stake of 2 shares — an estimated $2.57K sold.

Disciplined Investments first reported a position in FCNCA in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 495 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

Disciplined Investments reported no remaining First Citizens BancShares position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2 First Citizens BancShares shares in Q3 2023, an estimated $2.57K.
Disciplined Investments first reported a position in First Citizens BancShares in Q1 2022 and held it in 6 quarters.
Disciplined Investments's First Citizens BancShares position peaked at $3K in Q3 2022.
495 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.