Janiczek Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Janiczek Wealth 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	$16.8K	Sell	10 -1	-9%	-$1.67K	﹤0.01%	588
2024 Q1	$18K	Buy	11 +2	+22%	+$3.01K	﹤0.01%	586
2023 Q4	$12.8K	Sell	9 -1	-10%	-$1.4K	﹤0.01%	626
2023 Q3	$13.8K	Buy	10 +6	+150%	+$8.25K	﹤0.01%	572
2023 Q2	$5.13K	Hold	4	–	–	﹤0.01%	649
2023 Q1	$3.91K	Hold	4	–	–	﹤0.01%	695
2022 Q4	$3.28K	Hold	4	–	–	﹤0.01%	715
2022 Q3	$3K	Hold	4	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	4	–	–	﹤0.01%	731
2022 Q1	$3K	Hold	4	–	–	﹤0.01%	727
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	777
2021 Q3	$3K	Hold	4	–	–	﹤0.01%	761
2021 Q2	$3K	Hold	4	–	–	﹤0.01%	718
2021 Q1	$3K	Hold	4	–	–	﹤0.01%	698
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	675
2020 Q3	$1K	Buy	+4	New	+$1.54K	﹤0.01%	564

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's FCNCA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 9.1% in Q2 2024, selling an estimated $1.67K and leaving 10 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Janiczek Wealth Management first reported a position in FCNCA in Q3 2020 and has held it in 16 quarters since. The position peaked at $18K in Q1 2024. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

Janiczek Wealth Management held 10 shares of First Citizens BancShares worth $16.8K as of Q2 2024.
Janiczek Wealth Management sold 1 First Citizens BancShares share in Q2 2024, an estimated $1.67K.
First Citizens BancShares made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #588 holding.
Janiczek Wealth Management first reported a position in First Citizens BancShares in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's First Citizens BancShares position peaked at $18K in Q1 2024.
573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.