Glassman Wealth Services’s First Citizens BancShares FCNCA Stock Holding History

Glassman Wealth Services’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	-4	Closed	-$5.68K	–	755
2023 Q4	$5.68K	Hold	4	–	–	﹤0.01%	1038
2023 Q3	$5.52K	Hold	4	–	–	﹤0.01%	1038
2023 Q2	$5.13K	Buy	4 +1	+33%	+$1.16K	﹤0.01%	990
2023 Q1	$2.92K	Hold	3	–	–	﹤0.01%	1143
2022 Q4	$2.27K	Sell	3 -1	-25%	-$805	﹤0.01%	1227
2022 Q3	$3K	Hold	4	–	–	﹤0.01%	1126
2022 Q2	$3K	Buy	4 +1	+33%	+$652	﹤0.01%	1135
2022 Q1	$2K	Buy	+3	New	+$2.34K	﹤0.01%	1222
2020 Q4	–	Sell	-16	Closed	-$5K	–	1399
2020 Q3	$5K	Buy	+16	New	+$6.17K	﹤0.01%	782

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's FCNCA Position: Q1 2024 in Review

Glassman Wealth Services sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 4 shares — an estimated $5.68K sold.

Glassman Wealth Services first reported a position in FCNCA in Q3 2020 and held it in 9 quarters. The position peaked at $5.68K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

Glassman Wealth Services reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4 First Citizens BancShares shares in Q1 2024, an estimated $5.68K.
Glassman Wealth Services first reported a position in First Citizens BancShares in Q3 2020 and held it in 9 quarters.
Glassman Wealth Services's First Citizens BancShares position peaked at $5.68K in Q4 2023.
557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.