Westhampton Capital’s First Citizens BancShares FCNCA Stock Holding History

Westhampton Capital’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 Q1	–	Sell	-370	Closed	-$281K	–	115
2022 Q4	$281K	Hold	370	–	–	0.19%	100
2022 Q3	$295K	Hold	370	–	–	0.22%	97
2022 Q2	$242K	Hold	370	–	–	0.17%	102
2022 Q1	$246K	Buy	+370	New	+$288K	0.16%	107
2020 Q3	–	Sell	-520	Closed	-$211K	–	103
2020 Q2	$211K	Buy	+520	New	+$191K	0.18%	99

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

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

Westhampton Capital's FCNCA Position: Q1 2023 in Review

Westhampton Capital sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 370 shares — an estimated $281K sold.

Westhampton Capital first reported a position in FCNCA in Q2 2020 and held it in 5 quarters. The position peaked at $295K in Q3 2022. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Westhampton Capital reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Westhampton Capital sold 370 First Citizens BancShares shares in Q1 2023, an estimated $281K.
Westhampton Capital first reported a position in First Citizens BancShares in Q2 2020 and held it in 5 quarters.
Westhampton Capital's First Citizens BancShares position peaked at $295K in Q3 2022.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Westhampton Capital's 13F filing for Q1 2023, filed 14 Apr 2023.