Tilia Fiduciary Partners’s First Citizens BancShares FCNCA Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-67	Closed	-$86K	–	221
2023 Q2	$86K	Hold	67	–	–	0.08%	149
2023 Q1	$65.2K	Hold	67	–	–	0.06%	186
2022 Q4	$50.8K	Hold	67	–	–	0.05%	197
2022 Q3	$55K	Hold	67	–	–	0.06%	188
2022 Q2	$46K	Hold	67	–	–	0.04%	212
2022 Q1	$45K	Hold	67	–	–	0.04%	230
2021 Q4	$56K	Buy	+67	New	+$55.9K	0.05%	212

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 $75B AUM 11.27% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Tilia Fiduciary Partners's FCNCA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of First Citizens BancShares (FCNCA) in Q3 2023, closing a stake of 67 shares — an estimated $86K sold.

Tilia Fiduciary Partners first reported a position in FCNCA in Q4 2021 and held it in 7 quarters. The position peaked at $86K in Q2 2023. 495 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

Tilia Fiduciary Partners reported no remaining First Citizens BancShares position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 67 First Citizens BancShares shares in Q3 2023, an estimated $86K.
Tilia Fiduciary Partners first reported a position in First Citizens BancShares in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's First Citizens BancShares position peaked at $86K in Q2 2023.
495 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.