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Selective Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-18
Closed -$14K – 317
2022
Q3 		$14K Buy
+18
New +$14.1K 0.01% 474

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's FCNCA Position: Q4 2022 in Review

Selective Wealth Management sold out of First Citizens BancShares (FCNCA) in Q4 2022, closing a stake of 18 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in FCNCA in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 395 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

  • Selective Wealth Management reported no remaining First Citizens BancShares position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 18 First Citizens BancShares shares in Q4 2022, an estimated $14K.
  • Selective Wealth Management first reported a position in First Citizens BancShares in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's First Citizens BancShares position peaked at $14K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.