Lenox Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-12	Closed	-$4K	–	660
2020 Q1	$4K	Hold	12	–	–	﹤0.01%	450
2019 Q4	$6K	Hold	12	–	–	﹤0.01%	461
2019 Q3	$6K	Buy	+12	New	+$5.46K	﹤0.01%	390

Other funds holding FCNCA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Lenox Wealth Advisors's FCNCA Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2020, closing a stake of 12 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in FCNCA in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 164 funds tracked by Wall St. Rank hold FCNCA as of Q2 2020.

Lenox Wealth Advisors reported no remaining First Citizens BancShares position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 12 First Citizens BancShares shares in Q2 2020, an estimated $4K.
Lenox Wealth Advisors first reported a position in First Citizens BancShares in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's First Citizens BancShares position peaked at $6K in Q4 2019.
164 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.