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Oracle Alpha’s First Citizens BancShares FCNCA Stock Holding History

Oracle Alpha’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
Q1 		$240K Sell
147
-167
-53% -$251K 0.43% 119
2023
Q4 		$446K Buy
+314
New +$441K 0.58% 43

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oracle Alpha's FCNCA Position: Q1 2024 in Review

Oracle Alpha reduced its First Citizens BancShares (FCNCA) stake by 53% in Q1 2024, selling an estimated $251K and leaving 147 shares worth $240K. The position accounts for 0.43% of the portfolio, ranked #119.

Oracle Alpha first reported a position in FCNCA in Q4 2023 and has held it in 2 quarters since. The position peaked at $446K in Q4 2023. 558 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • Oracle Alpha held 147 shares of First Citizens BancShares worth $240K as of Q1 2024.
  • Oracle Alpha sold 167 First Citizens BancShares shares in Q1 2024, an estimated $251K.
  • First Citizens BancShares made up 0.43% of Oracle Alpha's portfolio in Q1 2024, its #119 holding.
  • Oracle Alpha first reported a position in First Citizens BancShares in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's First Citizens BancShares position peaked at $446K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.