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Proficio Capital Partners’s First Citizens BancShares FCNCA Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-8
Closed -$4K – 613
2019
Q2 		$4K Sell
8
-3
-27% -$1.31K ﹤0.01% 1281
2019
Q1 		$4K Buy
+11
New +$4.57K ﹤0.01% 1167
2018
Q3 		– Sell
-3
Closed -$1K – 1265
2018
Q2 		$1K Buy
+3
New +$1.29K ﹤0.01% 1189

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Proficio Capital Partners's FCNCA Position: Q3 2019 in Review

Proficio Capital Partners sold out of First Citizens BancShares (FCNCA) in Q3 2019, closing a stake of 8 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in FCNCA in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 177 funds tracked by Wall St. Rank hold FCNCA as of Q3 2019.

  • Proficio Capital Partners reported no remaining First Citizens BancShares position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 8 First Citizens BancShares shares in Q3 2019, an estimated $4K.
  • Proficio Capital Partners first reported a position in First Citizens BancShares in Q2 2018 and held it in 3 quarters.
  • Proficio Capital Partners's First Citizens BancShares position peaked at $4K in Q2 2019.
  • 177 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.