HM Payson & Co’s First Citizens BancShares FCNCA Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-3	Closed	-$2.92K	–	1024
2023 Q1	$2.92K	Buy	+3	New	+$2.23K	﹤0.01%	899

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B 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 New York $29.1B AUM 96.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HM Payson & Co's FCNCA Position: Q2 2023 in Review

HM Payson & Co sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 3 shares — an estimated $2.92K sold.

HM Payson & Co first reported a position in FCNCA in Q1 2023 and held it in 1 quarter. The position peaked at $2.92K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

HM Payson & Co reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
HM Payson & Co sold 3 First Citizens BancShares shares in Q2 2023, an estimated $2.92K.
HM Payson & Co first reported a position in First Citizens BancShares in Q1 2023 and held it in 1 quarter.
HM Payson & Co's First Citizens BancShares position peaked at $2.92K in Q1 2023.
470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.