Krilogy Financial’s First Citizens BancShares FCNCA Stock Holding History

Krilogy Financial’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
2023 Q2	–	Sell	-481	Closed	-$468K	–	268
2023 Q1	$468K	Sell	481 -22	-4%	-$16.3K	0.04%	274
2022 Q4	$381K	Buy	503 +33	+7%	+$26.6K	0.04%	294
2022 Q3	$375K	Sell	470 -12	-2%	-$9.38K	0.04%	239
2022 Q2	$315K	Buy	+482	New	+$314K	0.04%	250

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

ECU

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Krilogy Financial's FCNCA Position: Q2 2023 in Review

Krilogy Financial sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 481 shares — an estimated $468K sold.

Krilogy Financial first reported a position in FCNCA in Q2 2022 and held it in 4 quarters. The position peaked at $468K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

Krilogy Financial reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
Krilogy Financial sold 481 First Citizens BancShares shares in Q2 2023, an estimated $468K.
Krilogy Financial first reported a position in First Citizens BancShares in Q2 2022 and held it in 4 quarters.
Krilogy Financial's First Citizens BancShares position peaked at $468K in Q1 2023.
470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Krilogy Financial's 13F filing for Q2 2023, filed 19 Jul 2023.