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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 – 759
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
BlackRock New York $5.7T 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 $74.9B 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 $1.47T 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