Rehmann Capital Advisory Group’s First Citizens BancShares FCNCA Stock Holding History

Rehmann Capital Advisory Group’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
2020 Q4	–	Sell	-825	Closed	-$263K	–	488
2020 Q3	$263K	Hold	825	–	–	0.03%	351
2020 Q2	$334K	Hold	825	–	–	0.05%	304
2020 Q1	$275K	Buy	+825	New	+$382K	0.04%	301
2019 Q3	$389K	Hold	825	–	–	0.05%	199
2019 Q2	$371K	Hold	825	–	–	0.05%	300
2019 Q1	$336K	Hold	825	–	–	0.05%	299
2018 Q4	$311K	Buy	825 +100	+14%	+$42K	0.05%	190
2018 Q3	$328K	Sell	725 -150	-17%	-$66.1K	0.05%	285
2018 Q2	$353K	Buy	+875	New	+$377K	0.05%	263

Other funds holding FCNCA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Rehmann Capital Advisory Group's FCNCA Position: Q4 2020 in Review

Rehmann Capital Advisory Group sold out of First Citizens BancShares (FCNCA) in Q4 2020, closing a stake of 825 shares — an estimated $263K sold.

Rehmann Capital Advisory Group first reported a position in FCNCA in Q2 2018 and held it in 9 quarters. The position peaked at $389K in Q3 2019. 198 funds tracked by Wall St. Rank hold FCNCA as of Q4 2020.

Rehmann Capital Advisory Group reported no remaining First Citizens BancShares position as of Q4 2020 after selling out during the quarter.
Rehmann Capital Advisory Group sold 825 First Citizens BancShares shares in Q4 2020, an estimated $263K.
Rehmann Capital Advisory Group first reported a position in First Citizens BancShares in Q2 2018 and held it in 9 quarters.
Rehmann Capital Advisory Group's First Citizens BancShares position peaked at $389K in Q3 2019.
198 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2020, filed 19 Feb 2021.