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Omnia Family Wealth’s First Citizens BancShares FCNCA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-123
Closed -$50K – 241
2019
Q1 		$50K Buy
+123
New +$51.1K 0.02% 158

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Omnia Family Wealth's FCNCA Position: Q2 2019 in Review

Omnia Family Wealth sold out of First Citizens BancShares (FCNCA) in Q2 2019, closing a stake of 123 shares — an estimated $50K sold.

Omnia Family Wealth first reported a position in FCNCA in Q1 2019 and held it in 1 quarter. The position peaked at $50K in Q1 2019. 168 funds tracked by Wall St. Rank hold FCNCA as of Q2 2019.

  • Omnia Family Wealth reported no remaining First Citizens BancShares position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 123 First Citizens BancShares shares in Q2 2019, an estimated $50K.
  • Omnia Family Wealth first reported a position in First Citizens BancShares in Q1 2019 and held it in 1 quarter.
  • Omnia Family Wealth's First Citizens BancShares position peaked at $50K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.