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WealthPLAN Partners’s First Citizens BancShares FCNCA Stock Holding History

WealthPLAN 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
Q2 		– Sell
-12
Closed -$11.7K – 1307
2023
Q1 		$11.7K Buy
+12
New +$8.91K ﹤0.01% 825

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's FCNCA Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Citizens BancShares (FCNCA) in Q2 2023, closing a stake of 12 shares — an estimated $11.7K sold.

WealthPLAN Partners first reported a position in FCNCA in Q1 2023 and held it in 1 quarter. The position peaked at $11.7K in Q1 2023. 470 funds tracked by Wall St. Rank hold FCNCA as of Q2 2023.

  • WealthPLAN Partners reported no remaining First Citizens BancShares position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 First Citizens BancShares shares in Q2 2023, an estimated $11.7K.
  • WealthPLAN Partners first reported a position in First Citizens BancShares in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's First Citizens BancShares position peaked at $11.7K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.