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Ellevest Inc’s First Citizens BancShares FCNCA Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-7
Closed -$6.81K – 781
2023
Q1 		$6.81K Buy
7
+6
+600% +$4.46K ﹤0.01% 1134
2022
Q4 		$758 Buy
+1
New +$805 ﹤0.01% 1564

Other funds holding FCNCA

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Ellevest Inc's FCNCA Position: Q2 2023 in Review

Ellevest Inc sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 7 shares — an estimated $6.81K sold.

Ellevest Inc first reported a position in FCNCA in Q4 2022 and held it in 2 quarters. The position peaked at $6.81K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

  • Ellevest Inc reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 7 First Citizens BancShares shares in Q2 2023, an estimated $6.81K.
  • Ellevest Inc first reported a position in First Citizens BancShares in Q4 2022 and held it in 2 quarters.
  • Ellevest Inc's First Citizens BancShares position peaked at $6.81K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.