One Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

One Wealth Advisors’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 Q2	–	Sell	-293	Closed	-$479K	–	242
2024 Q1	$479K	Sell	293 -32	-10%	-$48.1K	0.08%	123
2023 Q4	$461K	Buy	325 +24	+8%	+$33.7K	0.09%	115
2023 Q3	$415K	Buy	+301	New	+$414K	0.09%	106

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's FCNCA Position: Q2 2024 in Review

One Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 293 shares — an estimated $479K sold.

One Wealth Advisors first reported a position in FCNCA in Q3 2023 and held it in 3 quarters. The position peaked at $479K in Q1 2024. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

One Wealth Advisors reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 293 First Citizens BancShares shares in Q2 2024, an estimated $479K.
One Wealth Advisors first reported a position in First Citizens BancShares in Q3 2023 and held it in 3 quarters.
One Wealth Advisors's First Citizens BancShares position peaked at $479K in Q1 2024.
573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.