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Dougherty Wealth Advisers’s First Citizens BancShares FCNCA Stock Holding History

Dougherty Wealth Advisers’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
Q1 		– Sell
-31
Closed -$44K – 117
2023
Q4 		$44K Hold
31
– – 0.04% 84
2023
Q3 		$42.8K Hold
31
– – 0.05% 79
2023
Q2 		$39.8K Buy
+31
New +$35.9K 0.05% 88

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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dougherty Wealth Advisers's FCNCA Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 31 shares — an estimated $44K sold.

Dougherty Wealth Advisers first reported a position in FCNCA in Q2 2023 and held it in 3 quarters. The position peaked at $44K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • Dougherty Wealth Advisers reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 31 First Citizens BancShares shares in Q1 2024, an estimated $44K.
  • Dougherty Wealth Advisers first reported a position in First Citizens BancShares in Q2 2023 and held it in 3 quarters.
  • Dougherty Wealth Advisers's First Citizens BancShares position peaked at $44K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.