Raymond James Financial Services Advisors’s First Citizens BancShares FCNCA Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.73M	Sell	938 -373	-28%	-$712K	﹤0.01%	1824
2024 Q2	$2.21M	Buy	1,311 +616	+89%	+$1.03M	﹤0.01%	1608
2024 Q1	$1.14M	Sell	695 -711	-51%	-$1.07M	﹤0.01%	1980
2023 Q4	$1.99M	Buy	1,406 +833	+145%	+$1.17M	﹤0.01%	1573
2023 Q3	$791K	Buy	573 +60	+12%	+$82.5K	﹤0.01%	2044
2023 Q2	$659K	Sell	513 -26	-5%	-$30.1K	﹤0.01%	2177
2023 Q1	$525K	Buy	539 +157	+41%	+$117K	﹤0.01%	2303
2022 Q4	$290K	Buy	382 +98	+35%	+$78.9K	﹤0.01%	2613
2022 Q3	$226K	Buy	+284	New	+$222K	﹤0.01%	2769
2022 Q2	–	Sell	-311	Closed	-$207K	–	3314
2022 Q1	$207K	Buy	+311	New	+$242K	﹤0.01%	2945

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 $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ECU

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Raymond James Financial Services Advisors's FCNCA Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its First Citizens BancShares (FCNCA) stake by 28% in Q3 2024, selling an estimated $712K and leaving 938 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Raymond James Financial Services Advisors first reported a position in FCNCA in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.21M in Q2 2024. 587 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

Raymond James Financial Services Advisors held 938 shares of First Citizens BancShares worth $1.73M as of Q3 2024.
Raymond James Financial Services Advisors sold 373 First Citizens BancShares shares in Q3 2024, an estimated $712K.
First Citizens BancShares made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1824 holding.
Raymond James Financial Services Advisors first reported a position in First Citizens BancShares in Q1 2022 and has held it in 10 quarters since.
Raymond James Financial Services Advisors's First Citizens BancShares position peaked at $2.21M in Q2 2024.
587 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.