Washington Trust’s First Citizens BancShares FCNCA Stock Holding History

Washington Trust’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 Q4	–	Sell	-2	Closed	-$2.76K	–	871
2023 Q3	$2.76K	Hold	2	–	–	﹤0.01%	738
2023 Q2	$2.57K	Hold	2	–	–	﹤0.01%	763
2023 Q1	$1.95K	Sell	2 -1	-33%	-$743	﹤0.01%	813
2022 Q4	$2.27K	Hold	3	–	–	﹤0.01%	790
2022 Q3	$2K	Hold	3	–	–	﹤0.01%	789
2022 Q2	$2K	Hold	3	–	–	﹤0.01%	798
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	821
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	828
2021 Q3	$3K	Hold	3	–	–	﹤0.01%	900
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	939
2021 Q1	$3K	Hold	3	–	–	﹤0.01%	859
2020 Q4	$2K	Hold	3	–	–	﹤0.01%	874
2020 Q3	$1K	Buy	+3	New	+$1.16K	﹤0.01%	922

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 $75.4B AUM 14.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Washington Trust's FCNCA Position: Q4 2023 in Review

Washington Trust sold out of First Citizens BancShares (FCNCA) in Q4 2023, closing a stake of 2 shares — an estimated $2.76K sold.

Washington Trust first reported a position in FCNCA in Q3 2020 and held it in 13 quarters. The position peaked at $3K in Q3 2021. 545 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

Washington Trust reported no remaining First Citizens BancShares position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 2 First Citizens BancShares shares in Q4 2023, an estimated $2.76K.
Washington Trust first reported a position in First Citizens BancShares in Q3 2020 and held it in 13 quarters.
Washington Trust's First Citizens BancShares position peaked at $3K in Q3 2021.
545 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.