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Glass Jacobson Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-1
Closed -$1.38K – 748
2023
Q3 		$1.38K Hold
1
– – ﹤0.01% 670
2023
Q2 		$1.28K Buy
+1
New +$1.16K ﹤0.01% 681
2022
Q4 		$758 Buy
+1
New +$805 ﹤0.01% 758

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glass Jacobson Investment Advisors's FCNCA Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 1 share — an estimated $1.38K sold.

Glass Jacobson Investment Advisors first reported a position in FCNCA in Q4 2022 and held it in 3 quarters. The position peaked at $1.38K in Q3 2023. 545 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1 First Citizens BancShares share in Q4 2023, an estimated $1.38K.
  • Glass Jacobson Investment Advisors first reported a position in First Citizens BancShares in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's First Citizens BancShares position peaked at $1.38K in Q3 2023.
  • 545 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.