Inherent Group’s First Citizens BancShares FCNCA Stock Holding History

Inherent Group’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	-4,306	Closed	-$4.19M	–	22
2023 Q1	$4.19M	Buy	+4,306	New	+$3.2M	0.47%	24

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

Inherent Group's FCNCA Position: Q2 2023 in Review

Inherent Group sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 4,306 shares — an estimated $4.19M sold.

Inherent Group first reported a position in FCNCA in Q1 2023 and held it in 1 quarter. The position peaked at $4.19M in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

Inherent Group reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
Inherent Group sold 4,306 First Citizens BancShares shares in Q2 2023, an estimated $4.19M.
Inherent Group first reported a position in First Citizens BancShares in Q1 2023 and held it in 1 quarter.
Inherent Group's First Citizens BancShares position peaked at $4.19M in Q1 2023.
470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Inherent Group's 13F filing for Q2 2023, filed 14 Aug 2023.