Vontobel Holding’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-516
| Closed | -$957K | – | 1125 |
|
2025
Q1 | $957K | Sell |
516
-109
| -17% | -$202K | ﹤0.01% | 604 |
|
2024
Q4 | $1.32M | Buy |
+625
| New | +$1.32M | ﹤0.01% | 523 |
|
2024
Q3 | – | Sell |
-435
| Closed | -$732K | – | 1102 |
|
2024
Q2 | $732K | Sell |
435
-34
| -7% | -$57.2K | ﹤0.01% | 662 |
|
2024
Q1 | $767K | Buy |
469
+277
| +144% | +$453K | 0.01% | 658 |
|
2023
Q4 | $272K | Sell |
192
-13
| -6% | -$18.4K | ﹤0.01% | 957 |
|
2023
Q3 | $283K | Buy |
205
+40
| +24% | +$55.2K | ﹤0.01% | 907 |
|
2023
Q2 | $212K | Buy |
+165
| New | +$212K | ﹤0.01% | 999 |
|
2022
Q3 | – | Sell |
-439
| Closed | -$294K | – | 1058 |
|
2022
Q2 | $294K | Buy |
+439
| New | +$294K | ﹤0.01% | 848 |
|