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FCNCA icon

Ergoteles’s First Citizens BancShares FCNCA Stock Holding History

Ergoteles’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
Q1 		– Sell
-12,396
Closed -$9.4M – 1412
2022
Q4 		$9.4M Buy
12,396
+11,095
+853% +$8.94M 0.35% 67
2022
Q3 		$1.04M Buy
+1,301
New +$1.02M 0.04% 467
2022
Q2 		– Sell
-13,756
Closed -$9.16M – 1749
2022
Q1 		$9.16M Buy
+13,756
New +$10.7M 0.35% 69
2020
Q4 		– Sell
-1,050
Closed -$335K – 745
2020
Q3 		$335K Buy
+1,050
New +$405K 0.04% 312

Other funds holding FCNCA

BlackRock
BlackRock New York $5.7T 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 $9.01B AUM 30.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $915M AUM 8.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return