Financial Gravity Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Financial Gravity Asset Management’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	-2	Closed	-$4.67K	–	1778
2024 Q1	$4.67K	Buy	+2	New	+$3.01K	﹤0.01%	873
2023 Q4	–	Hold	0	–	–	–	1116
2023 Q3	–	Sell	-1,283	Closed	-$1.76M	–	873
2023 Q2	$406	Buy	+1,283	New	+$1.48M	﹤0.01%	1036
2023 Q1	–	Sell	-758	Closed	-$213	–	1317
2022 Q4	$213	Buy	+758	New	+$611K	﹤0.01%	930

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 $10.4B AUM 25.66% 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

Financial Gravity Asset Management's FCNCA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 2 shares — an estimated $4.67K sold.

Financial Gravity Asset Management first reported a position in FCNCA in Q4 2022 and held it in 3 quarters. The position peaked at $4.67K in Q1 2024. 574 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 First Citizens BancShares shares in Q2 2024, an estimated $4.67K.
Financial Gravity Asset Management first reported a position in First Citizens BancShares in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's First Citizens BancShares position peaked at $4.67K in Q1 2024.
574 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.