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	–	991
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return