Sageworth Trust Company of South Dakota’s First Citizens BancShares FCNCA Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-4	Closed	-$3.89K	–	96
2023 Q1	$3.89K	Hold	4	–	–	0.01%	161
2022 Q4	$3K	Hold	4	–	–	0.01%	186
2022 Q3	$3K	Hold	4	–	–	0.01%	172
2022 Q2	$3K	Sell	4 -6	-60%	-$3.91K	0.01%	297
2022 Q1	$7K	Buy	+10	New	+$7.79K	0.01%	238

Other funds holding FCNCA

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota's FCNCA Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 4 shares — an estimated $3.89K sold.

Sageworth Trust Company of South Dakota first reported a position in FCNCA in Q1 2022 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 471 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 4 First Citizens BancShares shares in Q2 2023, an estimated $3.89K.
Sageworth Trust Company of South Dakota first reported a position in First Citizens BancShares in Q1 2022 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's First Citizens BancShares position peaked at $7K in Q1 2022.
471 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.