Eagle Capital Management (New York)’s First Citizens BancShares FCNCA Stock Holding History

Eagle Capital Management (New York)’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
2021 Q3	–	Sell	-1,257	Closed	-$1.05M	–	47
2021 Q2	$1.05M	Sell	1,257 -303	-19%	-$258K	﹤0.01%	38
2021 Q1	$1.3M	Hold	1,560	–	–	﹤0.01%	39
2020 Q4	$896K	Hold	1,560	–	–	﹤0.01%	44
2020 Q3	$497K	Hold	1,560	–	–	﹤0.01%	47
2020 Q2	$632K	Hold	1,560	–	–	﹤0.01%	47
2020 Q1	$519K	Hold	1,560	–	–	﹤0.01%	61
2019 Q4	$830K	Hold	1,560	–	–	﹤0.01%	47
2019 Q3	$736K	Hold	1,560	–	–	﹤0.01%	46
2019 Q2	$702K	Hold	1,560	–	–	﹤0.01%	50
2019 Q1	$635K	Hold	1,560	–	–	﹤0.01%	50
2018 Q4	$588K	Hold	1,560	–	–	﹤0.01%	51
2018 Q3	$706K	Hold	1,560	–	–	﹤0.01%	48
2018 Q2	$629K	Hold	1,560	–	–	﹤0.01%	49
2018 Q1	$645K	Hold	1,560	–	–	﹤0.01%	48
2017 Q4	$629K	Hold	1,560	–	–	﹤0.01%	52
2017 Q3	$583K	Hold	1,560	–	–	﹤0.01%	49
2017 Q2	$581K	Hold	1,560	–	–	﹤0.01%	47
2017 Q1	$523K	Hold	1,560	–	–	﹤0.01%	47
2016 Q4	$554K	Hold	1,560	–	–	﹤0.01%	49
2016 Q3	$458K	Hold	1,560	–	–	﹤0.01%	52
2016 Q2	$404K	Buy	+1,560	New	+$392K	﹤0.01%	56

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ECU

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York)'s FCNCA Position: Q3 2021 in Review

Eagle Capital Management (New York) sold out of First Citizens BancShares (FCNCA) in Q3 2021, closing a stake of 1,257 shares — an estimated $1.05M sold.

Eagle Capital Management (New York) first reported a position in FCNCA in Q2 2016 and held it in 21 quarters. The position peaked at $1.3M in Q1 2021. 215 funds tracked by Wall St. Rank hold FCNCA as of Q3 2021.

Eagle Capital Management (New York) reported no remaining First Citizens BancShares position as of Q3 2021 after selling out during the quarter.
Eagle Capital Management (New York) sold 1,257 First Citizens BancShares shares in Q3 2021, an estimated $1.05M.
Eagle Capital Management (New York) first reported a position in First Citizens BancShares in Q2 2016 and held it in 21 quarters.
Eagle Capital Management (New York)'s First Citizens BancShares position peaked at $1.3M in Q1 2021.
215 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2021.

Based on Eagle Capital Management (New York)'s 13F filing for Q3 2021, filed 15 Nov 2021.