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Next Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Next Financial Group’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
2021
Q4 		$18K Buy
+22
New +$18.3K ﹤0.01% 1930
2019
Q4 		– Sell
-2
Closed -$1K – 2407
2019
Q3 		$1K Buy
+2
New +$910 ﹤0.01% 2210

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's FCNCA Position: Q4 2021 in Review

Next Financial Group opened a new position in First Citizens BancShares (FCNCA) in Q4 2021: 22 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings. This is a return to the name: Next Financial Group previously reported a position in FCNCA as recently as Q3 2019.

Next Financial Group first reported a position in FCNCA in Q3 2019 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold FCNCA as of Q4 2021.

  • Next Financial Group held 22 shares of First Citizens BancShares worth $18K as of Q4 2021.
  • First Citizens BancShares was a new Next Financial Group position in Q4 2021.
  • First Citizens BancShares made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1930 holding.
  • Next Financial Group first reported a position in First Citizens BancShares in Q3 2019 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.