First Heartland Consultants’s First Citizens BancShares FCNCA Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-176	Closed	-$296	–	465
2024 Q2	$296	Hold	176	–	–	0.02%	348
2024 Q1	$288K	Hold	176	–	–	0.03%	341
2023 Q4	$250K	Hold	176	–	–	0.03%	320
2023 Q3	$243K	Hold	176	–	–	0.03%	329
2023 Q2	$226K	Buy	+176	New	+$204K	0.03%	339

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

First Heartland Consultants's FCNCA Position: Q3 2024 in Review

First Heartland Consultants sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 176 shares — an estimated $296 sold.

First Heartland Consultants first reported a position in FCNCA in Q2 2023 and held it in 5 quarters. The position peaked at $288K in Q1 2024. 586 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

First Heartland Consultants reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 176 First Citizens BancShares shares in Q3 2024, an estimated $296.
First Heartland Consultants first reported a position in First Citizens BancShares in Q2 2023 and held it in 5 quarters.
First Heartland Consultants's First Citizens BancShares position peaked at $288K in Q1 2024.
586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.