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Sugarloaf Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Sugarloaf Wealth 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
2022
Q2 		– Sell
-55
Closed -$37K – 794
2022
Q1 		$37K Buy
+55
New +$42.8K 0.01% 321

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sugarloaf Wealth Management's FCNCA Position: Q2 2022 in Review

Sugarloaf Wealth Management sold out of First Citizens BancShares (FCNCA) in Q2 2022, closing a stake of 55 shares — an estimated $37K sold.

Sugarloaf Wealth Management first reported a position in FCNCA in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 343 funds tracked by Wall St. Rank hold FCNCA as of Q2 2022.

  • Sugarloaf Wealth Management reported no remaining First Citizens BancShares position as of Q2 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 55 First Citizens BancShares shares in Q2 2022, an estimated $37K.
  • Sugarloaf Wealth Management first reported a position in First Citizens BancShares in Q1 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's First Citizens BancShares position peaked at $37K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.