Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Citizens BancShares FCNCA Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-3
Closed -$4.14K – 184
2023
Q3 		$4.14K Buy
+3
New +$4.12K ﹤0.01% 407

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Legacy Financial Group (Iowa)'s FCNCA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 3 shares — an estimated $4.14K sold.

Legacy Financial Group (Iowa) first reported a position in FCNCA in Q3 2023 and held it in 1 quarter. The position peaked at $4.14K in Q3 2023. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3 First Citizens BancShares shares in Q4 2023, an estimated $4.14K.
  • Legacy Financial Group (Iowa) first reported a position in First Citizens BancShares in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Citizens BancShares position peaked at $4.14K in Q3 2023.
  • 544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.