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Institutional & Family Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$3.37K Hold
2
– – ﹤0.01% 539
2024
Q1 		$3.27K Buy
+2
New +$3.01K ﹤0.01% 537

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's FCNCA Position: Q2 2024 in Review

Institutional & Family Asset Management held its First Citizens BancShares (FCNCA) position steady in Q2 2024 at 2 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Institutional & Family Asset Management first reported a position in FCNCA in Q1 2024 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

  • Institutional & Family Asset Management held 2 shares of First Citizens BancShares worth $3.37K as of Q2 2024.
  • Institutional & Family Asset Management left its First Citizens BancShares share count unchanged in Q2 2024.
  • First Citizens BancShares made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #539 holding.
  • Institutional & Family Asset Management first reported a position in First Citizens BancShares in Q1 2024 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.