SimplyRich’s First Citizens BancShares FCNCA Stock Holding History

SimplyRich’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
2024 Q4	–	Sell	-195	Closed	-$358K	–	222
2024 Q3	$358K	Buy	+195	New	+$372K	0.1%	163

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 $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SimplyRich's FCNCA Position: Q4 2024 in Review

SimplyRich sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 195 shares — an estimated $358K sold.

SimplyRich first reported a position in FCNCA in Q3 2024 and held it in 1 quarter. The position peaked at $358K in Q3 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

SimplyRich reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
SimplyRich sold 195 First Citizens BancShares shares in Q4 2024, an estimated $358K.
SimplyRich first reported a position in First Citizens BancShares in Q3 2024 and held it in 1 quarter.
SimplyRich's First Citizens BancShares position peaked at $358K in Q3 2024.
616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on SimplyRich's 13F filing for Q4 2024, filed 29 Jan 2025.