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Howe & Rusling’s First Citizens BancShares FCNCA Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-10
Closed -$8K – 566
2022
Q3 		$8K Hold
10
– – ﹤0.01% 574
2022
Q2 		$7K Sell
10
-2
-17% -$1.3K ﹤0.01% 587
2022
Q1 		$8K Buy
+12
New +$9.34K ﹤0.01% 557

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's FCNCA Position: Q4 2022 in Review

Howe & Rusling sold out of First Citizens BancShares (FCNCA) in Q4 2022, closing a stake of 10 shares — an estimated $8K sold.

Howe & Rusling first reported a position in FCNCA in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 393 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

  • Howe & Rusling reported no remaining First Citizens BancShares position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 10 First Citizens BancShares shares in Q4 2022, an estimated $8K.
  • Howe & Rusling first reported a position in First Citizens BancShares in Q1 2022 and held it in 3 quarters.
  • Howe & Rusling's First Citizens BancShares position peaked at $8K in Q3 2022.
  • 393 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.