Symmetry Partners’s First Citizens BancShares FCNCA Stock Holding History

Symmetry Partners’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	-453	Closed	-$763K	–	241
2024 Q2	$763K	Hold	453	–	–	0.04%	207
2024 Q1	$741K	Buy	453 +14	+3%	+$21.1K	0.06%	227
2023 Q4	$631K	Buy	439 +19	+5%	+$26.7K	0.03%	235
2023 Q3	$580K	Hold	420	–	–	0.03%	270
2023 Q2	$539K	Hold	420	–	–	0.03%	314
2023 Q1	$409K	Hold	420	–	–	0.02%	383
2022 Q4	$319K	Hold	420	–	–	0.02%	455
2022 Q3	$335K	Buy	420 +110	+35%	+$85.9K	0.02%	410
2022 Q2	$203K	Buy	+310	New	+$202K	0.01%	535
2022 Q1	–	Sell	-251	Closed	-$208K	–	582
2021 Q4	$208K	Hold	251	–	–	0.01%	593
2021 Q3	$216K	Hold	251	–	–	0.01%	620
2021 Q2	$209K	Hold	251	–	–	0.01%	637
2021 Q1	$210K	Buy	+251	New	+$182K	0.02%	619
2019 Q2	–	Sell	-187	Closed	-$76K	–	363
2019 Q1	$76K	Hold	187	–	–	0.01%	396
2018 Q4	$71K	Buy	+187	New	+$78.5K	0.02%	348

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

Symmetry Partners's FCNCA Position: Q3 2024 in Review

Symmetry Partners sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 453 shares — an estimated $763K sold.

Symmetry Partners first reported a position in FCNCA in Q4 2018 and held it in 15 quarters. The position peaked at $763K in Q2 2024. 587 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

Symmetry Partners reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 453 First Citizens BancShares shares in Q3 2024, an estimated $763K.
Symmetry Partners first reported a position in First Citizens BancShares in Q4 2018 and held it in 15 quarters.
Symmetry Partners's First Citizens BancShares position peaked at $763K in Q2 2024.
587 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.