Psagot Value Holdings’s First Citizens BancShares FCNCA Stock Holding History

Psagot Value Holdings’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	–	Sell	-2	Closed	-$3K	–	273
2023 Q4	$3K	Sell	2 -2	-50%	-$2.81K	﹤0.01%	447
2023 Q3	$5K	Sell	4 -3	-43%	-$4.12K	﹤0.01%	386
2023 Q2	$9K	Buy	7 +4	+133%	+$4.63K	﹤0.01%	323
2023 Q1	$3K	Buy	+3	New	+$2.23K	﹤0.01%	373

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Psagot Value Holdings's FCNCA Position: Q1 2024 in Review

Psagot Value Holdings sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 2 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in FCNCA in Q1 2023 and held it in 4 quarters. The position peaked at $9K in Q2 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

Psagot Value Holdings reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 2 First Citizens BancShares shares in Q1 2024, an estimated $3K.
Psagot Value Holdings first reported a position in First Citizens BancShares in Q1 2023 and held it in 4 quarters.
Psagot Value Holdings's First Citizens BancShares position peaked at $9K in Q2 2023.
557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.