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Graham Capital Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Graham Capital 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
2022
Q3 		– Sell
-2,905
Closed -$1.9M – 82
2022
Q2 		$1.9M Buy
+2,905
New +$1.89M 1.67% 19

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Graham Capital Wealth Management's FCNCA Position: Q3 2022 in Review

Graham Capital Wealth Management sold out of First Citizens BancShares (FCNCA) in Q3 2022, closing a stake of 2,905 shares — an estimated $1.9M sold.

Graham Capital Wealth Management first reported a position in FCNCA in Q2 2022 and held it in 1 quarter. The position peaked at $1.9M in Q2 2022. 367 funds tracked by Wall St. Rank hold FCNCA as of Q3 2022.

  • Graham Capital Wealth Management reported no remaining First Citizens BancShares position as of Q3 2022 after selling out during the quarter.
  • Graham Capital Wealth Management sold 2,905 First Citizens BancShares shares in Q3 2022, an estimated $1.9M.
  • Graham Capital Wealth Management first reported a position in First Citizens BancShares in Q2 2022 and held it in 1 quarter.
  • Graham Capital Wealth Management's First Citizens BancShares position peaked at $1.9M in Q2 2022.
  • 367 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2022.

Based on Graham Capital Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.