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Laurel Wealth Advisors (North Carolina)’s First Citizens BancShares FCNCA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q4 		– Sell
-2
Closed -$3.68K – 744
2024
Q3 		$3.68K Hold
2
– – ﹤0.01% 548
2024
Q2 		$3.37K Hold
2
– – ﹤0.01% 521
2024
Q1 		$3.27K Buy
+2
New +$3.01K ﹤0.01% 523

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FCNCA Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 2 shares — an estimated $3.68K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FCNCA in Q1 2024 and held it in 3 quarters. The position peaked at $3.68K in Q3 2024. 617 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2 First Citizens BancShares shares in Q4 2024, an estimated $3.68K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in First Citizens BancShares in Q1 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s First Citizens BancShares position peaked at $3.68K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.