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Dixon Hughes Goodman Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$754K Hold
1,133
– – 0.22% 73
2021
Q4 		$940K Buy
+1,133
New +$945K 0.31% 52

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's FCNCA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its First Citizens BancShares (FCNCA) position steady in Q1 2022 at 1,133 shares worth $754K. The position accounts for 0.22% of the portfolio, ranked #73.

Dixon Hughes Goodman Wealth Advisors first reported a position in FCNCA in Q4 2021 and has held it in 2 quarters since. The position peaked at $940K in Q4 2021. 352 funds tracked by Wall St. Rank hold FCNCA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,133 shares of First Citizens BancShares worth $754K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its First Citizens BancShares share count unchanged in Q1 2022.
  • First Citizens BancShares made up 0.22% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #73 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in First Citizens BancShares in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's First Citizens BancShares position peaked at $940K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.