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JOYN Advisors’s First Citizens BancShares FCNCA Stock Holding History

JOYN 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
2019
Q1 		– Sell
-72
Closed -$27K – 544
2018
Q4 		$27K Sell
72
-42
-37% -$17.6K 0.01% 545
2018
Q3 		$52K Sell
114
-7
-6% -$3.09K 0.01% 377
2018
Q2 		$49K Sell
121
-34
-22% -$14.6K 0.01% 408
2018
Q1 		$64K Buy
+155
New +$66.8K 0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

JOYN Advisors's FCNCA Position: Q1 2019 in Review

JOYN Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2019, closing a stake of 72 shares — an estimated $27K sold.

JOYN Advisors first reported a position in FCNCA in Q1 2018 and held it in 4 quarters. The position peaked at $64K in Q1 2018. 177 funds tracked by Wall St. Rank hold FCNCA as of Q1 2019.

  • JOYN Advisors reported no remaining First Citizens BancShares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 72 First Citizens BancShares shares in Q1 2019, an estimated $27K.
  • JOYN Advisors first reported a position in First Citizens BancShares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's First Citizens BancShares position peaked at $64K in Q1 2018.
  • 177 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.