SWS
FCNCA icon

SYSTM Wealth Solutions’s First Citizens BancShares FCNCA Stock Holding History

SYSTM Wealth Solutions’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
-3
Closed -$5.05K – 282
2024
Q2 		$5.05K Sell
3
-257
-99% -$430K ﹤0.01% 562
2024
Q1 		$425K Hold
260
– – 0.05% 301
2023
Q4 		$369K Hold
260
– – 0.05% 304
2023
Q3 		$359K Sell
260
-39
-13% -$53.6K 0.06% 330
2023
Q2 		$384K Sell
299
-136
-31% -$157K 0.05% 354
2023
Q1 		$423K Sell
435
-317
-42% -$235K 0.07% 324
2022
Q4 		$570K Buy
+752
New +$606K 0.07% 318

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 $9.01B AUM 30.26% 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

SYSTM Wealth Solutions's FCNCA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of First Citizens BancShares (FCNCA) in Q3 2024, closing a stake of 3 shares — an estimated $5.05K sold.

SYSTM Wealth Solutions first reported a position in FCNCA in Q4 2022 and held it in 7 quarters. The position peaked at $570K in Q4 2022. 586 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining First Citizens BancShares position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3 First Citizens BancShares shares in Q3 2024, an estimated $5.05K.
  • SYSTM Wealth Solutions first reported a position in First Citizens BancShares in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's First Citizens BancShares position peaked at $570K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.