GIM
Generate Investment Management’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
+3,365
| New | +$6.58M | 0.37% | 68 |
|
|
2025
Q1 | – | Sell |
-4,428
| Closed | -$9.36M | – | 84 |
|
|
2024
Q4 | $9.36M | Sell |
4,428
-11,221
| -72% | -$23.7M | 0.65% | 56 |
|
|
2024
Q3 | $28.8M | Buy |
15,649
+2,746
| +21% | +$5.06M | 1.92% | 15 |
|
|
2024
Q2 | $21.7M | Buy |
12,903
+1,112
| +9% | +$1.87M | 1.28% | 19 |
|
|
2024
Q1 | $19.3M | Buy |
+11,791
| New | +$19.3M | 1.4% | 20 |
|