Wilbanks Smith & Thomas Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$1.71M	Hold	1,045	–	–	0.05%	174
2023 Q4	$1.48M	Sell	1,045 -14	-1%	-$19.7K	0.05%	184
2023 Q3	$1.46M	Buy	1,059 +14	+1%	+$19.2K	0.05%	188
2023 Q2	$1.34M	Hold	1,045	–	–	0.04%	194
2023 Q1	$1.02M	Hold	1,045	–	–	0.04%	214
2022 Q4	$792K	Hold	1,045	–	–	0.03%	243
2022 Q3	$833K	Hold	1,045	–	–	0.04%	235
2022 Q2	$683K	Hold	1,045	–	–	0.03%	260
2022 Q1	$687K	Buy	1,045 +425	+69%	+$331K	0.03%	259
2021 Q4	$515K	Hold	620	–	–	0.02%	328
2021 Q3	$523K	Hold	620	–	–	0.02%	299
2021 Q2	$516K	Hold	620	–	–	0.02%	303
2021 Q1	$518K	Hold	620	–	–	0.02%	278
2020 Q4	$356K	Buy	+620	New	+$313K	0.02%	306
2020 Q1	–	Sell	-388	Closed	-$206K	–	391
2019 Q4	$206K	Buy	+388	New	+$196K	0.01%	391
2018 Q4	–	Sell	-325	Closed	-$147K	–	670
2018 Q3	$147K	Buy	+325	New	+$143K	0.01%	456

Other funds holding FCNCA

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

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

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

ECU

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's FCNCA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its First Citizens BancShares (FCNCA) position steady in Q1 2024 at 1,045 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #174.

Wilbanks Smith & Thomas Asset Management first reported a position in FCNCA in Q3 2018 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 1,045 shares of First Citizens BancShares worth $1.71M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its First Citizens BancShares share count unchanged in Q1 2024.
First Citizens BancShares made up 0.05% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #174 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in First Citizens BancShares in Q3 2018 and has held it in 16 quarters since.
558 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.