O'Neil Global Advisors’s First Citizens BancShares FCNCA Stock Holding History

O'Neil Global 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
2023 Q3	–	Sell	-368	Closed	-$472K	–	68
2023 Q2	$472K	Buy	+368	New	+$426K	0.1%	54
2022 Q4	–	Sell	-500	Closed	-$399K	–	46
2022 Q3	$399K	Buy	+500	New	+$391K	1.58%	28

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

Coatue Management New York $29.1B AUM 96.54% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

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

O'Neil Global Advisors's FCNCA Position: Q3 2023 in Review

O'Neil Global Advisors sold out of First Citizens BancShares (FCNCA) in Q3 2023, closing a stake of 368 shares — an estimated $472K sold.

O'Neil Global Advisors first reported a position in FCNCA in Q3 2022 and held it in 2 quarters. The position peaked at $472K in Q2 2023. 494 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

O'Neil Global Advisors reported no remaining First Citizens BancShares position as of Q3 2023 after selling out during the quarter.
O'Neil Global Advisors sold 368 First Citizens BancShares shares in Q3 2023, an estimated $472K.
O'Neil Global Advisors first reported a position in First Citizens BancShares in Q3 2022 and held it in 2 quarters.
O'Neil Global Advisors's First Citizens BancShares position peaked at $472K in Q2 2023.
494 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.