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Summit Global Investments’s First Citizens BancShares FCNCA Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-500
Closed -$415K – 500
2021
Q4 		$415K Buy
+500
New +$417K 0.03% 398

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Summit Global Investments's FCNCA Position: Q1 2022 in Review

Summit Global Investments sold out of First Citizens BancShares (FCNCA) in Q1 2022, closing a stake of 500 shares — an estimated $415K sold.

Summit Global Investments first reported a position in FCNCA in Q4 2021 and held it in 1 quarter. The position peaked at $415K in Q4 2021. 353 funds tracked by Wall St. Rank hold FCNCA as of Q1 2022.

  • Summit Global Investments reported no remaining First Citizens BancShares position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 500 First Citizens BancShares shares in Q1 2022, an estimated $415K.
  • Summit Global Investments first reported a position in First Citizens BancShares in Q4 2021 and held it in 1 quarter.
  • Summit Global Investments's First Citizens BancShares position peaked at $415K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.