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Investment Research & Advisory Group’s First Citizens BancShares FCNCA Stock Holding History

Investment Research & Advisory 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
2020
Q1 		– Sell
-21
Closed -$11K – 162
2019
Q4 		$11K Buy
+21
New +$10.6K 0.01% 156

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Investment Research & Advisory Group's FCNCA Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of First Citizens BancShares (FCNCA) in Q1 2020, closing a stake of 21 shares — an estimated $11K sold.

Investment Research & Advisory Group first reported a position in FCNCA in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 164 funds tracked by Wall St. Rank hold FCNCA as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining First Citizens BancShares position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 21 First Citizens BancShares shares in Q1 2020, an estimated $11K.
  • Investment Research & Advisory Group first reported a position in First Citizens BancShares in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's First Citizens BancShares position peaked at $11K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.