Wealthspire Advisors (Maryland)’s First Citizens BancShares FCNCA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-5	Closed	-$2K	–	976
2019 Q1	$2K	Hold	5	–	–	﹤0.01%	2145
2018 Q4	$2K	Hold	5	–	–	﹤0.01%	2074
2018 Q3	$2K	Hold	5	–	–	﹤0.01%	2147
2018 Q2	$2K	Hold	5	–	–	﹤0.01%	2145
2018 Q1	$2K	Hold	5	–	–	﹤0.01%	2162
2017 Q4	$2K	Hold	5	–	–	﹤0.01%	2118
2017 Q3	$2K	Hold	5	–	–	﹤0.01%	1979
2017 Q2	$2K	Hold	5	–	–	﹤0.01%	1981
2017 Q1	$2K	Hold	5	–	–	﹤0.01%	1686
2016 Q4	$2K	Hold	5	–	–	﹤0.01%	1548
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	1636
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	1602
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	1641
2015 Q4	$1K	Buy	+5	New	+$1.24K	﹤0.01%	1614

Other funds holding FCNCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FCNCA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Citizens BancShares (FCNCA) in Q2 2019, closing a stake of 5 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in FCNCA in Q4 2015 and held it in 14 quarters. The position peaked at $2K in Q1 2019. 168 funds tracked by Wall St. Rank hold FCNCA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Citizens BancShares position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 5 First Citizens BancShares shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in First Citizens BancShares in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s First Citizens BancShares position peaked at $2K in Q1 2019.
168 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.