TCI Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64
| Closed | -$62.3K | – | 902 |
|
|
2023
Q1 | $62.3K | Buy |
64
+15
| +31% | +$11.1K | 0.01% | 378 |
|
|
2022
Q4 | $37.2K | Hold |
49
| – | – | 0.01% | 485 |
|
|
2022
Q3 | $39K | Hold |
49
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $32K | Hold |
49
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $33K | Buy |
49
+44
| +880% | +$34.3K | ﹤0.01% | 513 |
|
|
2021
Q4 | $4K | Hold |
5
| – | – | ﹤0.01% | 1808 |
|
|
2021
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q2 | $4K | Hold |
5
| – | – | ﹤0.01% | 1567 |
|
|
2021
Q1 | $4K | Hold |
5
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1014 |
|
|
2019
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 988 |
|
|
2018
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 1026 |
|
|
2018
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 962 |
|
|
2017
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 950 |
|
|
2017
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 982 |
|
|
2017
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1057 |
|
|
2016
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 933 |
|
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 878 |
|
|
2015
Q2 | $1K | Buy |
+5
| New | +$1.24K | ﹤0.01% | 877 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | -$1K | – | 905 |
|
|
2014
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 797 |
|
|
2014
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 797 |
|
|
2014
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 817 |
|
|
2014
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 787 |
|
|
2013
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 771 |
|
|
2013
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 690 |
|
|
2013
Q2 | $1K | Buy |
+5
| New | +$959 | ﹤0.01% | 649 |
|
Other funds holding FCNCA
ECU
TCI Wealth Advisors's FCNCA Position: Q2 2023 in Review
TCI Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 64 shares — an estimated $62.3K sold.
TCI Wealth Advisors first reported a position in FCNCA in Q2 2013 and held it in 39 quarters. The position peaked at $62.3K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.
- TCI Wealth Advisors reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 64 First Citizens BancShares shares in Q2 2023, an estimated $62.3K.
- TCI Wealth Advisors first reported a position in First Citizens BancShares in Q2 2013 and held it in 39 quarters.
- TCI Wealth Advisors's First Citizens BancShares position peaked at $62.3K in Q1 2023.
- 470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.