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WealthSource Partners’s First Citizens BancShares FCNCA Stock Holding History

WealthSource 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
Q4 		$609K Buy
429
+2
+0.5% +$2.81K 0.04% 281
2023
Q3 		$589K Buy
427
+2
+0.5% +$2.75K 0.04% 274
2023
Q2 		$545K Buy
+425
New +$492K 0.04% 299

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
Coatue Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthSource Partners's FCNCA Position: Q4 2023 in Review

WealthSource Partners increased its First Citizens BancShares (FCNCA) stake by 0.47% in Q4 2023, buying an estimated $2.81K and bringing the position to 429 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #281.

WealthSource Partners first reported a position in FCNCA in Q2 2023 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold FCNCA as of Q4 2023.

  • WealthSource Partners held 429 shares of First Citizens BancShares worth $609K as of Q4 2023.
  • WealthSource Partners bought 2 First Citizens BancShares shares in Q4 2023, an estimated $2.81K.
  • First Citizens BancShares made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #281 holding.
  • WealthSource Partners first reported a position in First Citizens BancShares in Q2 2023 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.