Strategic Global Advisors’s First Citizens BancShares FCNCA Stock Holding History

Strategic Global 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	–	Sell	-828	Closed	-$1.39M	–	145
2024 Q2	$1.39M	Sell	828 -2,686	-76%	-$4.49M	0.29%	87
2024 Q1	$5.75M	Buy	3,514 +584	+20%	+$878K	1.24%	20
2023 Q4	$4.16M	Sell	2,930 -2,035	-41%	-$2.86M	0.95%	36
2023 Q3	$6.85M	Buy	4,965 +3,083	+164%	+$4.24M	1.14%	26
2023 Q2	$2.42M	Buy	+1,882	New	+$2.18M	0.37%	89

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

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

Strategic Global Advisors's FCNCA Position: Q3 2024 in Review

Strategic Global Advisors sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 828 shares — an estimated $1.39M sold.

Strategic Global Advisors first reported a position in FCNCA in Q2 2023 and held it in 5 quarters. The position peaked at $6.85M in Q3 2023. 587 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

Strategic Global Advisors reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
Strategic Global Advisors sold 828 First Citizens BancShares shares in Q3 2024, an estimated $1.39M.
Strategic Global Advisors first reported a position in First Citizens BancShares in Q2 2023 and held it in 5 quarters.
Strategic Global Advisors's First Citizens BancShares position peaked at $6.85M in Q3 2023.
587 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on Strategic Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.