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SpiderRock Advisors’s First Citizens BancShares FCNCA Stock Holding History

SpiderRock Advisors’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 		$736K Buy
+400
New +$763K 0.01% 535
2023
Q4 		– Hold
0
– -$912 – 185
2023
Q3 		– Hold
0
– – – 89
2023
Q2 		– Hold
0
– – – 77

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 $10.4B AUM 25.66% 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

SpiderRock Advisors's FCNCA Position: Q3 2024 in Review

SpiderRock Advisors increased its First Citizens BancShares (FCNCA) stake by 34% in Q3 2024, buying an estimated $763K and bringing the position to 1,576 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #241.

SpiderRock Advisors first reported a position in FCNCA in Q1 2024 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

  • SpiderRock Advisors held 1,576 shares of First Citizens BancShares worth $2.9M as of Q3 2024.
  • SpiderRock Advisors bought 400 First Citizens BancShares shares in Q3 2024, an estimated $763K.
  • First Citizens BancShares made up 0.05% of SpiderRock Advisors's portfolio in Q3 2024, its #241 holding.
  • SpiderRock Advisors first reported a position in First Citizens BancShares in Q1 2024 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.