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Sageworth Trust’s First Citizens BancShares FCNCA Stock Holding History

Sageworth Trust’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
-5
Closed -$4.87K – 207
2023
Q1 		$4.87K Hold
5
– – ﹤0.01% 386
2022
Q4 		$4K Hold
5
– – ﹤0.01% 274
2022
Q3 		$4K Hold
5
– – ﹤0.01% 260
2022
Q2 		$3K Hold
5
– – ﹤0.01% 323
2022
Q1 		$3K Buy
+5
New +$3.89K ﹤0.01% 293
2020
Q3 		– Sell
-511
Closed -$207K – 248
2020
Q2 		$207K Buy
+511
New +$187K 0.02% 42

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sageworth Trust's FCNCA Position: Q2 2023 in Review

Sageworth Trust sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 5 shares — an estimated $4.87K sold.

Sageworth Trust first reported a position in FCNCA in Q2 2020 and held it in 6 quarters. The position peaked at $207K in Q2 2020. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

  • Sageworth Trust reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 5 First Citizens BancShares shares in Q2 2023, an estimated $4.87K.
  • Sageworth Trust first reported a position in First Citizens BancShares in Q2 2020 and held it in 6 quarters.
  • Sageworth Trust's First Citizens BancShares position peaked at $207K in Q2 2020.
  • 470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.