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Patriot Financial Group Insurance Agency’s First Citizens BancShares FCNCA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1
Closed -$1K – 905
2022
Q2 		$1K Hold
1
– – ﹤0.01% 1889
2022
Q1 		$1K Buy
+1
New +$779 ﹤0.01% 1936

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ECU
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State Street
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Harris Associates
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ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FCNCA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Citizens BancShares (FCNCA) in Q3 2022, closing a stake of 1 share — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FCNCA in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 368 funds tracked by Wall St. Rank hold FCNCA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining First Citizens BancShares position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 First Citizens BancShares share in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in First Citizens BancShares in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's First Citizens BancShares position peaked at $1K in Q2 2022.
  • 368 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.