Massachusetts Financial Services
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Massachusetts Financial Services’s First Citizens BancShares FCNCA Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-607
Closed -$861K – 856
2023
Q4 		$861K Buy
+607
New +$852K ﹤0.01% 781

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
Harris Associates
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
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services's FCNCA Position: Q1 2024 in Review

Massachusetts Financial Services sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 607 shares — an estimated $861K sold.

Massachusetts Financial Services first reported a position in FCNCA in Q4 2023 and held it in 1 quarter. The position peaked at $861K in Q4 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • Massachusetts Financial Services reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 607 First Citizens BancShares shares in Q1 2024, an estimated $861K.
  • Massachusetts Financial Services first reported a position in First Citizens BancShares in Q4 2023 and held it in 1 quarter.
  • Massachusetts Financial Services's First Citizens BancShares position peaked at $861K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Massachusetts Financial Services's 13F filing for Q1 2024, filed 14 May 2024.