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Tyler-Stone Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Tyler-Stone Wealth Management’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
Q4 		$1K Hold
1
– – ﹤0.01% 801
2022
Q3 		$1K Hold
1
– – ﹤0.01% 792
2022
Q2 		$1K Hold
1
– – ﹤0.01% 805
2022
Q1 		$1K Buy
+1
New +$779 ﹤0.01% 782

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tyler-Stone Wealth Management's FCNCA Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q4 2022 at 1 share worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Tyler-Stone Wealth Management first reported a position in FCNCA in Q1 2022 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

  • Tyler-Stone Wealth Management held 1 share of First Citizens BancShares worth $1K as of Q4 2022.
  • Tyler-Stone Wealth Management left its First Citizens BancShares share count unchanged in Q4 2022.
  • First Citizens BancShares made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #801 holding.
  • Tyler-Stone Wealth Management first reported a position in First Citizens BancShares in Q1 2022 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.