JWCA
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J.W. Cole Advisors’s First Citizens BancShares FCNCA Stock Holding History

J.W. Cole Advisors’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
2021
Q4 		– Sell
-330
Closed -$278K – 854
2021
Q3 		$278K Buy
+330
New +$274K 0.02% 372

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J.W. Cole Advisors's FCNCA Position: Q4 2021 in Review

J.W. Cole Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2021, closing a stake of 330 shares — an estimated $278K sold.

J.W. Cole Advisors first reported a position in FCNCA in Q3 2021 and held it in 1 quarter. The position peaked at $278K in Q3 2021. 242 funds tracked by Wall St. Rank hold FCNCA as of Q4 2021.

  • J.W. Cole Advisors reported no remaining First Citizens BancShares position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 330 First Citizens BancShares shares in Q4 2021, an estimated $278K.
  • J.W. Cole Advisors first reported a position in First Citizens BancShares in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's First Citizens BancShares position peaked at $278K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.