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Regent Peak Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-3
Closed -$2K – 426
2020
Q4 		$2K Buy
+3
New +$1.51K ﹤0.01% 812

Other funds holding FCNCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Regent Peak Wealth Advisors's FCNCA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2021, closing a stake of 3 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in FCNCA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 213 funds tracked by Wall St. Rank hold FCNCA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining First Citizens BancShares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 First Citizens BancShares shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in First Citizens BancShares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's First Citizens BancShares position peaked at $2K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.