NewSquare Capital’s First Citizens BancShares FCNCA Stock Holding History

NewSquare 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
2022 Q4	–	Sell	-1	Closed	-$1K	–	846
2022 Q3	$1K	Buy	+1	New	+$781	﹤0.01%	385

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 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 25.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's FCNCA Position: Q4 2022 in Review

NewSquare Capital sold out of First Citizens BancShares (FCNCA) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

NewSquare Capital first reported a position in FCNCA in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 395 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

NewSquare Capital reported no remaining First Citizens BancShares position as of Q4 2022 after selling out during the quarter.
NewSquare Capital sold 1 First Citizens BancShares share in Q4 2022, an estimated $1K.
NewSquare Capital first reported a position in First Citizens BancShares in Q3 2022 and held it in 1 quarter.
NewSquare Capital's First Citizens BancShares position peaked at $1K in Q3 2022.
395 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on NewSquare Capital's 13F filing for Q4 2022, filed 7 Feb 2023.