Money Concepts Capital’s First Citizens BancShares FCNCA Stock Holding History

Money Concepts Capital’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	-8	Closed	-$6.07K	–	1273
2022 Q4	$6.07K	Buy	8 +6	+300%	+$4.83K	﹤0.01%	2258
2022 Q3	$2K	Buy	+2	New	+$1.56K	﹤0.01%	1382
2022 Q2	–	Sell	-3	Closed	-$2K	–	1813
2022 Q1	$2K	Buy	+3	New	+$2.34K	﹤0.01%	2442

Other funds holding FCNCA

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

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

Money Concepts Capital's FCNCA Position: Q1 2023 in Review

Money Concepts Capital sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 8 shares — an estimated $6.07K sold.

Money Concepts Capital first reported a position in FCNCA in Q1 2022 and held it in 3 quarters. The position peaked at $6.07K in Q4 2022. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Money Concepts Capital reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 8 First Citizens BancShares shares in Q1 2023, an estimated $6.07K.
Money Concepts Capital first reported a position in First Citizens BancShares in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's First Citizens BancShares position peaked at $6.07K in Q4 2022.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.