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FSA Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

FSA Wealth 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
Q1 		$4.91K Sell
3
-1
-25% -$1.5K ﹤0.01% 452
2023
Q4 		$6K Buy
+4
New +$5.62K ﹤0.01% 401

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

FSA Wealth Management's FCNCA Position: Q1 2024 in Review

FSA Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 25% in Q1 2024, selling an estimated $1.5K and leaving 3 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

FSA Wealth Management first reported a position in FCNCA in Q4 2023 and has held it in 2 quarters since. The position peaked at $6K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • FSA Wealth Management held 3 shares of First Citizens BancShares worth $4.91K as of Q1 2024.
  • FSA Wealth Management sold 1 First Citizens BancShares share in Q1 2024, an estimated $1.5K.
  • First Citizens BancShares made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #452 holding.
  • FSA Wealth Management first reported a position in First Citizens BancShares in Q4 2023 and has held it in 2 quarters since.
  • FSA Wealth Management's First Citizens BancShares position peaked at $6K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.