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RFP Financial Group’s First Citizens BancShares FCNCA Stock Holding History

RFP Financial 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
2023
Q4 		– Sell
-3
Closed -$4.14K – 926
2023
Q3 		$4.14K Hold
3
– – ﹤0.01% 542
2023
Q2 		$3.85K Hold
3
– – ﹤0.01% 591
2023
Q1 		$2.92K Hold
3
– – ﹤0.01% 460
2022
Q4 		$2.27K Buy
+3
New +$2.42K ﹤0.01% 632

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RFP Financial Group's FCNCA Position: Q4 2023 in Review

RFP Financial Group sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 3 shares — an estimated $4.14K sold.

RFP Financial Group first reported a position in FCNCA in Q4 2022 and held it in 4 quarters. The position peaked at $4.14K in Q3 2023. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • RFP Financial Group reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 3 First Citizens BancShares shares in Q4 2023, an estimated $4.14K.
  • RFP Financial Group first reported a position in First Citizens BancShares in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's First Citizens BancShares position peaked at $4.14K in Q3 2023.
  • 544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.