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Simplicity Solutions’s First Citizens BancShares FCNCA Stock Holding History

Simplicity Solutions’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 		$278K Buy
196
+22
+13% +$30.9K 0.01% 862
2023
Q3 		$240K Sell
174
-12
-6% -$16.5K 0.01% 835
2023
Q2 		$239K Buy
+186
New +$215K 0.01% 910
2016
Q1 		– Sell
-3,098
Closed -$800K – 292
2015
Q4 		$800K Buy
+3,098
New +$770K 0.09% 318

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 $10.4B AUM 25.66% 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

Simplicity Solutions's FCNCA Position: Q4 2023 in Review

Simplicity Solutions increased its First Citizens BancShares (FCNCA) stake by 13% in Q4 2023, buying an estimated $30.9K and bringing the position to 196 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #862.

Simplicity Solutions first reported a position in FCNCA in Q4 2015 and has held it in 4 quarters since. The position peaked at $800K in Q4 2015. 544 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • Simplicity Solutions held 196 shares of First Citizens BancShares worth $278K as of Q4 2023.
  • Simplicity Solutions bought 22 First Citizens BancShares shares in Q4 2023, an estimated $30.9K.
  • First Citizens BancShares made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #862 holding.
  • Simplicity Solutions first reported a position in First Citizens BancShares in Q4 2015 and has held it in 4 quarters since.
  • Simplicity Solutions's First Citizens BancShares position peaked at $800K in Q4 2015.
  • 544 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.