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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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