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Kula Investments’s First Citizens BancShares FCNCA Stock Holding History

Kula Investments’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
Q1 		– Sell
-299
Closed -$227K – 689
2022
Q4 		$227K Buy
+299
New +$241K 0.07% 484

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's FCNCA Position: Q1 2023 in Review

Kula Investments sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 299 shares — an estimated $227K sold.

Kula Investments first reported a position in FCNCA in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 409 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

  • Kula Investments reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 299 First Citizens BancShares shares in Q1 2023, an estimated $227K.
  • Kula Investments first reported a position in First Citizens BancShares in Q4 2022 and held it in 1 quarter.
  • Kula Investments's First Citizens BancShares position peaked at $227K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.