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Knowledge Leaders Capital’s First Citizens BancShares FCNCA Stock Holding History

Knowledge Leaders Capital’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
Q3 		– Sell
-1,466
Closed -$1.22M – 114
2021
Q2 		$1.22M Hold
1,466
– – 0.82% 32
2021
Q1 		$1.23M Buy
+1,466
New +$1.06M 0.97% 18

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Knowledge Leaders Capital's FCNCA Position: Q3 2021 in Review

Knowledge Leaders Capital sold out of First Citizens BancShares (FCNCA) in Q3 2021, closing a stake of 1,466 shares — an estimated $1.22M sold.

Knowledge Leaders Capital first reported a position in FCNCA in Q1 2021 and held it in 2 quarters. The position peaked at $1.23M in Q1 2021. 215 funds tracked by Wall St. Rank hold FCNCA as of Q3 2021.

  • Knowledge Leaders Capital reported no remaining First Citizens BancShares position as of Q3 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 1,466 First Citizens BancShares shares in Q3 2021, an estimated $1.22M.
  • Knowledge Leaders Capital first reported a position in First Citizens BancShares in Q1 2021 and held it in 2 quarters.
  • Knowledge Leaders Capital's First Citizens BancShares position peaked at $1.23M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2021.

Based on Knowledge Leaders Capital's 13F filing for Q3 2021, filed 4 Nov 2021.