Donoghue Forlines’s First Citizens BancShares FCNCA Stock Holding History

Donoghue Forlines’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	-1,004	Closed	-$1.64M	–	241
2024 Q1	$1.64M	Buy	1,004 +96	+11%	+$144K	0.47%	56
2023 Q4	$1.29M	Sell	908 -67	-7%	-$94.1K	0.4%	75
2023 Q3	$1.35M	Buy	975 +7	+0.7%	+$9.62K	0.48%	46
2023 Q2	$1.24M	Buy	+968	New	+$1.12M	0.39%	63

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donoghue Forlines's FCNCA Position: Q2 2024 in Review

Donoghue Forlines sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 1,004 shares — an estimated $1.64M sold.

Donoghue Forlines first reported a position in FCNCA in Q2 2023 and held it in 4 quarters. The position peaked at $1.64M in Q1 2024. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

Donoghue Forlines reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
Donoghue Forlines sold 1,004 First Citizens BancShares shares in Q2 2024, an estimated $1.64M.
Donoghue Forlines first reported a position in First Citizens BancShares in Q2 2023 and held it in 4 quarters.
Donoghue Forlines's First Citizens BancShares position peaked at $1.64M in Q1 2024.
573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.