TCWP’s First Citizens BancShares FCNCA Stock Holding History

TCWP’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	-4	Closed	-$2K	–	759
2022 Q1	$2K	Buy	+4	New	+$3.11K	﹤0.01%	1311

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

TCWP's FCNCA Position: Q2 2022 in Review

TCWP sold out of First Citizens BancShares (FCNCA) in Q2 2022, closing a stake of 4 shares — an estimated $2K sold.

TCWP first reported a position in FCNCA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 343 funds tracked by Wall St. Rank hold FCNCA as of Q2 2022.

TCWP reported no remaining First Citizens BancShares position as of Q2 2022 after selling out during the quarter.
TCWP sold 4 First Citizens BancShares shares in Q2 2022, an estimated $2K.
TCWP first reported a position in First Citizens BancShares in Q1 2022 and held it in 1 quarter.
TCWP's First Citizens BancShares position peaked at $2K in Q1 2022.
343 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.