Redwood Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Redwood Investment Management’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
2023 Q1	–	Sell	-1,960	Closed	-$1.49M	–	245
2022 Q4	$1.49M	Buy	+1,960	New	+$1.58M	0.2%	157
2020 Q2	–	Sell	-1,584	Closed	-$527K	–	239
2020 Q1	$527K	Buy	+1,584	New	+$734K	0.33%	122
2019 Q4	–	Sell	-1,986	Closed	-$936K	–	246
2019 Q3	$936K	Buy	1,986 +532	+37%	+$242K	0.25%	117
2019 Q2	$659K	Buy	+1,454	New	+$636K	0.18%	123

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ECU

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Investment Management's FCNCA Position: Q1 2023 in Review

Redwood Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 1,960 shares — an estimated $1.49M sold.

Redwood Investment Management first reported a position in FCNCA in Q2 2019 and held it in 4 quarters. The position peaked at $1.49M in Q4 2022. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Redwood Investment Management reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Redwood Investment Management sold 1,960 First Citizens BancShares shares in Q1 2023, an estimated $1.49M.
Redwood Investment Management first reported a position in First Citizens BancShares in Q2 2019 and held it in 4 quarters.
Redwood Investment Management's First Citizens BancShares position peaked at $1.49M in Q4 2022.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Redwood Investment Management's 13F filing for Q1 2023, filed 15 May 2023.