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First Foundation Advisors’s First Citizens BancShares FCNCA Stock Holding History

First Foundation Advisors’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
-605
Closed -$858K – 442
2023
Q4 		$858K Buy
+605
New +$850K 0.04% 182

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

First Foundation Advisors's FCNCA Position: Q1 2024 in Review

First Foundation Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 605 shares — an estimated $858K sold.

First Foundation Advisors first reported a position in FCNCA in Q4 2023 and held it in 1 quarter. The position peaked at $858K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • First Foundation Advisors reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 605 First Citizens BancShares shares in Q1 2024, an estimated $858K.
  • First Foundation Advisors first reported a position in First Citizens BancShares in Q4 2023 and held it in 1 quarter.
  • First Foundation Advisors's First Citizens BancShares position peaked at $858K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.