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Smith Group Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Smith Group Asset 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
2024
Q3 		– Sell
-202
Closed -$340K – 154
2024
Q2 		$340K Buy
+202
New +$338K 0.03% 116

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Smith Group Asset Management's FCNCA Position: Q3 2024 in Review

Smith Group Asset Management sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 202 shares — an estimated $340K sold.

Smith Group Asset Management first reported a position in FCNCA in Q2 2024 and held it in 1 quarter. The position peaked at $340K in Q2 2024. 586 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

  • Smith Group Asset Management reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 202 First Citizens BancShares shares in Q3 2024, an estimated $340K.
  • Smith Group Asset Management first reported a position in First Citizens BancShares in Q2 2024 and held it in 1 quarter.
  • Smith Group Asset Management's First Citizens BancShares position peaked at $340K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on Smith Group Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.