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Havens Advisors’s First Citizens BancShares FCNCA Stock Holding History

Havens 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
2021
Q1 		– Sell
-417
Closed -$239K – 51
2020
Q4 		$239K Buy
+417
New +$210K 0.22% 29

Other funds holding FCNCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Havens Advisors's FCNCA Position: Q1 2021 in Review

Havens Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2021, closing a stake of 417 shares — an estimated $239K sold.

Havens Advisors first reported a position in FCNCA in Q4 2020 and held it in 1 quarter. The position peaked at $239K in Q4 2020. 213 funds tracked by Wall St. Rank hold FCNCA as of Q1 2021.

  • Havens Advisors reported no remaining First Citizens BancShares position as of Q1 2021 after selling out during the quarter.
  • Havens Advisors sold 417 First Citizens BancShares shares in Q1 2021, an estimated $239K.
  • Havens Advisors first reported a position in First Citizens BancShares in Q4 2020 and held it in 1 quarter.
  • Havens Advisors's First Citizens BancShares position peaked at $239K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2021.

Based on Havens Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.