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RWA Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-100
Closed -$40K – 401
2018
Q2 		$40K Buy
+100
New +$43.1K ﹤0.01% 445

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWA Wealth Partners's FCNCA Position: Q3 2018 in Review

RWA Wealth Partners sold out of First Citizens BancShares (FCNCA) in Q3 2018, closing a stake of 100 shares — an estimated $40K sold.

RWA Wealth Partners first reported a position in FCNCA in Q2 2018 and held it in 1 quarter. The position peaked at $40K in Q2 2018. 181 funds tracked by Wall St. Rank hold FCNCA as of Q3 2018.

  • RWA Wealth Partners reported no remaining First Citizens BancShares position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 100 First Citizens BancShares shares in Q3 2018, an estimated $40K.
  • RWA Wealth Partners first reported a position in First Citizens BancShares in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's First Citizens BancShares position peaked at $40K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.